Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH ADVISORS | COM | 2751 | $5,182,498 | 28,731 | 0.00 | 0.00 | -4,546 | -13.66 | 03-31-2024 |
WEALTH MANAGEMENT PARTNERS LLC | COM | 2752 | $5,179,792 | 28,716 | 0.00 | 0.00 | -366 | -1.26 | 03-31-2024 |
STRATEGIC FINANCIAL CONCEPTS LLC | COM | 2753 | $5,175,298 | 28,691 | 0.00 | 0.00 | 19,519 | 212.81 | 03-31-2024 |
SATURNA CAPITAL CORP | Common Stock | 2754 | $5,168,969 | 28,656 | 0.00 | 0.00 | -29 | -0.10 | 03-31-2024 |