Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERSEDGE ADVISORS LLC | COM | 3201 | $288,127 | 571 | 0.00 | 0.00 | 23 | 4.20 | 03-31-2024 |
NIXON PEABODY TRUST CO | Com | 3202 | $287,622 | 570 | 0.00 | 570 | +Inf | 03-31-2024 | |
WENDELL DAVID ASSOCIATES INC | COMM | 3203 | $288,000 | 570 | 0.03 | 0.04 | -20 | -3.39 | 03-31-2024 |
CANVAS WEALTH ADVISORS LLC | COM | 3204 | $269,488 | 568 | 0.00 | 0.00 | 9 | 1.61 | 03-31-2024 |