Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORTON BROWN FAMILY WEALTH LLC | Stock | 901 | $602 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
LENOX WEALTH ADVISORS LLC | COM | 902 | $1,000 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
SUNBELT SECURITIES INC | Stock | 903 | $482 | 4 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | SHS USD | 904 | $492 | 4 | 0.00 | 0.00 | -46 | -92.00 | 12-31-2023 |