Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWTON ONE INVESTMENTS LLC | COM | 4601 | $137,867 | 850 | 0.00 | 0.00 | 16 | 1.92 | 03-31-2024 |
TIDEMARK LLC | Common Stock | 4602 | $137,696 | 849 | 0.00 | 849 | +Inf | 03-31-2024 | |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 4603 | $136,764 | 843 | 0.00 | 0.00 | 77 | 10.05 | 03-31-2024 |
PINERIDGE ADVISORS LLC | COM | 4604 | $135,482 | 835 | 0.00 | 0.00 | -268 | -24.30 | 03-31-2024 |