Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ALLIANCE ADVISORY GROUP LLC | COM | 2451 | $290,393 | 707 | 0.00 | 0.00 | 100 | 16.47 | 03-31-2024 |
VIEWPOINT CAPITAL MANAGEMENT LLC | COM | 2452 | $289,982 | 706 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EXENCIAL WEALTH ADVISORS LLC | COM | 2453 | $289,983 | 706 | 0.00 | 0.00 | 110 | 18.46 | 03-31-2024 |
KISTLER-TIFFANY COMPANIES LLC | COM | 2454 | $291,494 | 706 | 0.00 | 0.03 | 263 | 59.37 | 03-31-2023 |