Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 802 | $14,023 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KOZAK & ASSOCIATES INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MV CAPITAL MANAGEMENT INC | COM | 804 | $12,892 | 57 | 0.00 | 0.00 | -1 | -1.72 | 03-31-2024 |