Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | COM | 901 | $27,679 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WD RUTHERFORD LLC | COM | 902 | $24,069 | 80 | 0.00 | 80 | +Inf | 03-31-2024 | |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 15 | 23.44 | 12-31-2023 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 904 | $23,166 | 77 | 0.00 | 77 | +Inf | 03-31-2024 |