Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MATHER GROUP LLC | COM | 501 | $677,065 | 6,544 | 0.00 | 0.00 | 1,262 | 23.89 | 12-31-2023 |
WESTHAMPTON CAPITAL LLC | COM | 502 | $675,077 | 6,525 | 0.00 | 0.00 | -150 | -2.25 | 12-31-2023 |
M&T BANK CORP | COM | 503 | $807,726 | 6,505 | 0.00 | 0.00 | 20 | 0.31 | 03-31-2024 |
WEALTHFRONT ADVISERS LLC | COM | 504 | $806,608 | 6,496 | 0.00 | 0.00 | 256 | 4.10 | 03-31-2024 |