Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 701 | $11,453 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 52 | +Inf | 12-31-2023 | |
ALLWORTH FINANCIAL LP | COM | 703 | $8,361 | 51 | 0.00 | 0.00 | 8 | 18.60 | 06-30-2023 |
SANDY SPRING BANK | COM | 704 | $9,505 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |