Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOND & DEVICK FINANCIAL NETWORK INC | SHS CLASS A | 851 | $7,991,094 | 23,055 | 0.00 | 0.01 | -2,888 | -11.13 | 03-31-2024 |
KCM INVESTMENT ADVISORS LLC | SHS CLASS A | 852 | $7,990,747 | 23,054 | 0.00 | 0.00 | 565 | 2.51 | 03-31-2024 |
WAVERLY ADVISORS LLC | SHS CLASS A | 853 | $7,988,596 | 23,048 | 0.00 | 0.00 | 13,325 | 137.05 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | SHS CLASS A | 854 | $7,980,202 | 23,023 | 0.00 | 0.00 | 1,270 | 5.84 | 03-31-2024 |