Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANSCEND CAPITAL ADVISORS LLC | Stock | 1751 | $499,161 | 4,401 | 0.00 | 0.00 | 395 | 9.86 | 03-31-2024 |
SEABRIDGE INVESTMENT ADVISORS LLC | COM | 1752 | $499,048 | 4,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATWOOD & PALMER INC | COM | 1753 | $498,425 | 4,395 | 0.00 | 0.00 | 42 | 0.96 | 03-31-2024 |
FOUNDATIONS INVESTMENT ADVISORS LLC | COM | 1754 | $497,943 | 4,390 | 0.00 | 0.00 | -263 | -5.65 | 03-31-2024 |