Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.08 | 0.05 | 1,164 | 27.23 | 03-31-2024 |
RESONANT CAPITAL ADVISORS LLC | COM | 1902 | $981,144 | 5,436 | 0.00 | 0.00 | 566 | 11.62 | 03-31-2024 |
BLODGETT WEALTH ADVISORS LLC | COM | 1903 | $796,014 | 5,400 | 0.00 | 0.00 | -1,575 | -22.58 | 12-31-2023 |
RAMSAY STATTMAN VELA & PRICE INC | COM | 1904 | $796,014 | 5,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |