Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFEWORKS ADVISORS LLC | COM | 1851 | $219,472 | 2,704 | 0.00 | 0.00 | -39 | -1.42 | 03-31-2024 |
EVERPAR ADVISORS LLC | COM | 1852 | $219,430 | 2,703 | 0.00 | 2,703 | +Inf | 03-31-2024 | |
GIRARD PARTNERS LTD | Stock | 1853 | $218,536 | 2,692 | 0.00 | 0.00 | -432 | -13.83 | 03-31-2024 |
COVENANT PARTNERS LLC | COM | 1854 | $218,294 | 2,689 | 0.00 | 0.00 | -236 | -8.07 | 03-31-2024 |