Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM | 701 | $26,653 | 334 | 0.00 | 0.00 | -24 | -6.70 | 03-31-2024 |
GRADIENT INVESTMENTS LLC | COM | 702 | $26,028 | 326 | 0.00 | 0.00 | -171,654 | -99.81 | 03-31-2024 |
WEST OAK CAPITAL LLC | COM | 703 | $25,457 | 325 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
IFP ADVISORS INC | cs | 704 | $20,956 | 305 | 0.00 | 0.00 | 5 | 1.67 | 12-31-2023 |