Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFY ADVISORY SERVICES LLC | COM | 251 | $84,468 | 10,301 | 0.00 | 10,301 | +Inf | 03-31-2024 | |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 252 | $84,797 | 10,278 | 0.00 | 0.00 | 55 | 0.54 | 03-31-2024 |
KESLER NORMAN & WRIDE LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2023 |
NORTH STAR ASSET MANAGEMENT INC | MFD | 254 | $84,100 | 10,194 | 0.00 | 10,194 | +Inf | 03-31-2024 |