Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUMATURE WEALTH PARTNERS LLC | COM | 1901 | $868,098 | 4,184 | 0.00 | 0.00 | 2 | 0.05 | 06-30-2023 |
ALPHA FAMILY TRUST | CMN | 1902 | $863,200 | 4,160 | 0.00 | 0.00 | 490 | 13.35 | 06-30-2023 |
ROWLANDMILLER & PARTNERSADV | COM | 1903 | $853,328 | 4,157 | 0.00 | 0.00 | -63 | -1.49 | 03-31-2024 |
BALASA DINVERNO & FOLTZ LLC | COM | 1904 | $694,000 | 4,156 | 0.04 | 0.05 | -13 | -0.31 | 09-30-2022 |