Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARROW FINANCIAL INC | COM | 4651 | $3,143,410 | 7,472 | 0.00 | 0.00 | -326 | -4.18 | 03-31-2024 |
MONTIS FINANCIAL LLC | COM | 4652 | $3,142,485 | 7,469 | 0.00 | 0.00 | -72 | -0.95 | 03-31-2024 |
WESTHILL FINANCIAL ADVISORS INC | COM | 4653 | $2,806,860 | 7,464 | 0.00 | 0.00 | 417 | 5.92 | 12-31-2023 |
ARBOR INVESTMENT ADVISORS LLC | Stock | 4654 | $3,138,931 | 7,461 | 0.00 | 7,461 | +Inf | 03-31-2024 |