Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 901 | $46,840 | 1,154 | 0.00 | 0.00 | 34 | 3.04 | 03-31-2024 |
REALTA INVESTMENT ADVISORS | COM | Liquidated | $45,258 | 1,115 | 0.00 | 0.00 | 1,115 | +Inf | 03-31-2024 |
PCA INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 1,098 | +Inf | 03-31-2024 | |
NEW CENTURY ADVISORS LLC | COM | 904 | $30,000 | 1,067 | 0.04 | 0.03 | 235 | 28.25 | 09-30-2022 |