Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAVERLY ADVISORS LLC | COM | 201 | $1,394,662 | 16,402 | 0.00 | 0.00 | -42 | -0.26 | 03-31-2024 |
LPL FINANCIAL LLC | COM | 202 | $1,377,693 | 16,203 | 0.00 | 0.00 | -1,066 | -6.17 | 03-31-2024 |
HB WEALTH MANAGEMENT LLC | COM | 203 | $1,357,545 | 15,965 | 0.00 | 0.00 | -1,365 | -7.88 | 03-31-2024 |
LAUREL WEALTH ADVISORS LLC | COM | 204 | $1,339,138 | 15,749 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |