Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVEROAK WEALTH MANAGEMENT LLC | COM | 4501 | $1,047,286 | 5,806 | 0.00 | 0.00 | -28 | -0.48 | 03-31-2024 |
ADDISON ADVISORS LLC | COM | 4502 | $1,045,844 | 5,798 | 0.00 | 0.00 | -107 | -1.81 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 4503 | $1,044,941 | 5,793 | 0.00 | 0.00 | -255 | -4.22 | 03-31-2024 |
44 WEALTH MANAGEMENT LLC | COM | 4504 | $753,350 | 5,779 | 0.00 | 0.00 | 825 | 16.65 | 06-30-2023 |