Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRIFECTA CAPITAL ADVISORS LLC | COM | 951 | $1,503 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATURE RESOURCES CAPITAL MANAGEMENT LLC | COM | 952 | $1,639 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | BXP | 953 | $1,123 | 16 | 0.00 | 16 | +Inf | 12-31-2023 | |
SOA WEALTH ADVISORS LLC | REIT | 954 | $984 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |