Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESLER NORMAN & WRIDE LLC | COM | 1851 | $1,050,993 | 5,823 | 0.00 | 5,823 | +Inf | 03-31-2024 | |
PFG ADVISORS | COM | 1852 | $858,074 | 5,821 | 0.00 | 0.00 | 321 | 5.84 | 12-31-2023 |
GELLER ADVISORS LLC | COM | 1853 | $1,050,091 | 5,818 | 0.00 | 0.00 | -3,863 | -39.90 | 03-31-2024 |
BETA WEALTH GROUP INC | COM | 1854 | $596,356 | 5,800 | 0.00 | 0.00 | -400 | -6.45 | 09-30-2023 |