Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 2051 | $13,047,570 | 54,406 | 0.00 | 3.89 | -438 | -0.80 | 12-31-2022 |
DILIGENT INVESTORS LLC | COM | 2052 | $20,409,691 | 54,275 | 0.01 | 0.01 | -4,244 | -7.25 | 12-31-2023 |
TEAM HEWINS LLC | COM | 2053 | $22,819,620 | 54,239 | 0.00 | 0.00 | -189 | -0.35 | 03-31-2024 |
STRATEGY ASSET MANAGERS LLC | COM | 2054 | $22,754,147 | 54,084 | 0.00 | 0.00 | 1,044 | 1.97 | 03-31-2024 |