Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUTTON WEALTH ADVISORS INC | Stock | 3101 | $52,031 | 664 | 0.00 | 0.00 | 126 | 23.42 | 09-30-2023 |
HARTFORD FINANCIAL MANAGEMENT INC | SHS | 3102 | $57,607 | 661 | 0.00 | 0.00 | 182 | 38.00 | 03-31-2024 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EAGLE BAY ADVISORS LLC | Stock | 3104 | $57,623 | 656 | 0.00 | 656 | +Inf | 03-31-2024 |