Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSS ADAMS WEALTH ADVISORS LLC | COM | 2551 | $477,362 | 786 | 0.00 | 786 | +Inf | 03-31-2024 | |
OAK ASSET MANAGEMENT LLC | COM | 2552 | $382,201 | 785 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TWIN PEAKS WEALTH ADVISORS LLC | COM | 2553 | $380,253 | 781 | 0.00 | 781 | +Inf | 12-31-2023 | |
ANNEX ADVISORY SERVICES LLC | COM | 2554 | $474,173 | 781 | 0.00 | 0.00 | 55 | 7.58 | 03-31-2024 |