Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSA WEALTH MANAGEMENT LLC | Equity | 951 | $1,858 | 112 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHILTON CAPITAL MANAGEMENT LLC | SHS | 952 | $1,809 | 109 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 953 | $1,725 | 104 | 0.00 | 104 | +Inf | 03-31-2024 | |
CONCORD WEALTH PARTNERS | SHS | 954 | $1,692 | 102 | 0.00 | 0.00 | -420 | -80.46 | 03-31-2024 |