Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 951 | $12,879 | 115 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCCLARREN FINANCIAL ADVISORS INC | COM | 952 | $19,000 | 112 | 0.01 | 0.01 | -46 | -29.11 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 954 | $11,199 | 100 | 0.00 | 100 | +Inf | 03-31-2024 |