Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 901 | $21,291 | 1,410 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 902 | $20,884 | 1,383 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN INTERNATIONAL GROUP INC | COM | 903 | $20,506 | 1,358 | 0.00 | 0.00 | -16 | -1.16 | 03-31-2024 |
BYRNE ASSET MANAGEMENT LLC | COM | 904 | $19,630 | 1,300 | 0.00 | 0.05 | -1,930 | -59.75 | 03-31-2024 |