Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 551 | $238,000 | 2,106 | 0.01 | 2,106 | +Inf | 06-30-2021 | |
BEACON POINTE ADVISORS LLC | COM | 552 | $246,142 | 2,098 | 0.00 | 0.00 | -1,050 | -33.35 | 03-31-2024 |
AUREUS ASSET MANAGEMENT LLC | Stock | 553 | $245,475 | 2,092 | 0.00 | 0.00 | -67 | -3.10 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | 554 | $245,123 | 2,089 | 0.00 | 0.00 | -1,955 | -48.34 | 03-31-2024 |