Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS POINT WEALTH MANAGEMENT LLC | COM | 4851 | $707,631 | 3,923 | 0.00 | 0.00 | -297 | -7.04 | 03-31-2024 |
HAMILTON POINT INVESTMENT ADVISORS LLC | COM | 4852 | $707,680 | 3,923 | 0.00 | 0.00 | 30 | 0.77 | 03-31-2024 |
COOK WEALTH LLC | COM | 4853 | $723,179 | 3,915 | 0.00 | 0.00 | 3 | 0.08 | 03-31-2024 |
BEACON BRIDGE WEALTH PARTNERS LLC | COM | 4854 | $705,638 | 3,912 | 0.00 | 0.00 | 35 | 0.90 | 03-31-2024 |