Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 89 | 20.94 | 12-31-2023 |
VESTMARK ADVISORY SOLUTIONS INC | COM | 802 | $319,546 | 510 | 0.00 | 0.00 | 4 | 0.79 | 03-31-2024 |
MORAN WEALTH MANAGEMENT LLC | COM | 803 | $318,919 | 509 | 0.00 | 509 | +Inf | 03-31-2024 | |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 804 | $318,294 | 508 | 0.00 | 0.00 | 10 | 2.01 | 03-31-2024 |