Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLACKHILL CAPITAL INC | COM | 601 | $303,344 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
THOROUGHBRED FINANCIAL SERVICES LLC | COM | Liquidated | $0 | 0 | 0.02 | 0.03 | -21 | -1.30 | 03-31-2024 |
WEALTHFRONT ADVISERS LLC | COM | 603 | $302,585 | 1,596 | 0.00 | 0.00 | 26 | 1.66 | 03-31-2024 |
ADVISOR PARTNERS LLC | COM | 604 | $234,000 | 1,528 | 0.02 | 0.02 | 299 | 24.33 | 06-30-2022 |