Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1834 INVESTMENT ADVISORS CO | COM | 851 | $10,315,545 | 103,176 | 0.00 | 0.00 | -1,027 | -0.99 | 12-31-2023 |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 852 | $10,297,636 | 102,997 | 0.00 | 0.00 | -289 | -0.28 | 12-31-2023 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 853 | $11,958,927 | 102,881 | 0.00 | 0.00 | -8,472 | -7.61 | 03-31-2024 |
LOVELESS WEALTH MANAGEMENT LLC | COM | 854 | $8,798,000 | 102,737 | 5.76 | 5.02 | -28,160 | -21.51 | 06-30-2022 |