Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE FINANCIAL SERVICES LLC | COM | 4601 | $943,749 | 5,232 | 0.00 | 0.00 | 337 | 6.88 | 03-31-2024 |
CARDINAL POINT WEALTH MANAGEMENT PARTNERS LLC | COM | 4602 | $537,211 | 5,201 | 0.00 | 5,201 | +Inf | 03-31-2023 | |
FAMILY ASSET MANAGEMENT LLC | COM | 4603 | $937,796 | 5,199 | 0.00 | 0.00 | 2,173 | 71.81 | 03-31-2024 |
PETTINGA FINANCIAL ADVISORS LLC | COM | 4604 | $789,633 | 5,197 | 0.00 | 0.00 | -241 | -4.43 | 12-31-2023 |