Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 551 | $6,031,171 | 53,176 | 0.00 | 0.00 | 14,155 | 36.28 | 03-31-2024 |
LMG WEALTH PARTNERS LLC | COM | 552 | $5,977,007 | 52,698 | 0.00 | 0.00 | -7,030 | -11.77 | 03-31-2024 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | COM | 553 | $4,588,618 | 52,658 | 0.00 | 0.05 | -6,103 | -10.39 | 03-31-2023 |
PORTSIDE WEALTH GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 52,174 | +Inf | 12-31-2023 |