Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH SALLEY WEALTH MANAGEMENT | CL B | 1251 | $2,329,487 | 24,787 | 0.00 | 0.00 | -932 | -3.62 | 03-31-2024 |
BALLENTINE PARTNERS LLC | CL B | 1252 | $2,355,125 | 24,630 | 0.00 | 0.00 | 276 | 1.13 | 09-30-2023 |
MERIT FINANCIAL GROUP LLC | CL B | 1253 | $2,261,690 | 24,544 | 0.00 | 0.00 | 16,237 | 195.46 | 03-31-2024 |
AMERITAS INVESTMENT PARTNERS INC | COM | 1254 | $2,303,396 | 24,509 | 0.00 | 0.00 | -306 | -1.23 | 03-31-2024 |