Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEVENBRIDGE FINANCIAL GROUP LLC | COM | 3001 | $319,361 | 1,167 | 0.00 | 0.00 | 32 | 2.82 | 03-31-2024 |
EVERNEST FINANCIAL ADVISORS LLC | COM | 3002 | $315,251 | 1,166 | 0.00 | 1,166 | +Inf | 03-31-2024 | |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 3003 | $306,558 | 1,165 | 0.00 | 1,165 | +Inf | 12-31-2023 | |
CORDASCO FINANCIAL NETWORK | COM | 3004 | $247,000 | 1,164 | 0.16 | 0.21 | 32 | 2.83 | 03-31-2022 |