Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WALDEN WEALTH PARTNERS LLC | COM | 801 | $321,138 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUENT CAPITAL LLC | Stock | 802 | $331,491 | 249 | 0.00 | 0.00 | -6 | -2.35 | 03-31-2024 |
MAYFLOWER FINANCIAL ADVISORS LLC | COM | 803 | $330,160 | 248 | 0.00 | 0.00 | -6 | -2.36 | 03-31-2024 |
1900 WEALTH MANAGEMENT LLC | COM | 804 | $326,167 | 245 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |