Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EHRLICH FINANCIAL GROUP | COM | 5251 | $458,346 | 2,541 | 0.00 | 0.00 | -140 | -5.22 | 03-31-2024 |
KEB ASSET MANAGEMENT LLC | COM | 5252 | $456,144 | 2,529 | 0.00 | 0.00 | 350 | 16.06 | 03-31-2024 |
GOLDEN ROAD ADVISORS LLC | COM | 5253 | $455,820 | 2,527 | 0.00 | 0.00 | -40 | -1.56 | 03-31-2024 |
ALPHA FINANCIAL PARTNERS LLC | COM | 5254 | $455,279 | 2,524 | 0.00 | 0.00 | 135 | 5.65 | 03-31-2024 |