Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOURCE FINANCIAL ADVISORS LLC | COM | 2801 | $343,749 | 566 | 0.00 | 0.00 | 33 | 6.19 | 03-31-2024 |
SEASCAPE CAPITAL MANAGEMENT | COM | 2802 | $344,000 | 566 | 0.13 | 0.10 | -5 | -0.88 | 03-31-2024 |
BARLOW WEALTH PARTNERS INC | COM | 2803 | $351,276 | 564 | 0.00 | 564 | +Inf | 03-31-2024 | |
DEARBORN PARTNERS LLC | COM | 2804 | $342,534 | 564 | 0.00 | 0.00 | -9 | -1.57 | 03-31-2024 |