Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTEGRATED ADVISORS NETWORK LLC | COM | 1101 | $3,383,788 | 13,543 | 0.00 | 0.00 | 1,654 | 13.91 | 06-30-2024 |
PARALLEL ADVISORS LLC | Stock | 1102 | $3,379,038 | 13,524 | 0.00 | 0.00 | 445 | 3.40 | 06-30-2024 |
STONNINGTON GROUP LLC | COM | 1103 | $3,437,406 | 13,511 | 0.00 | 0.00 | -400 | -2.88 | 03-31-2023 |
PRATT COLLARD ADVISORY PARTNERS LLC | COM | 1104 | $3,624,000 | 13,504 | 2.42 | 2.21 | -235 | -1.71 | 06-30-2021 |