Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVER WEALTH ADVISORS LLC | COM | 2651 | $581,516 | 9,505 | 0.00 | 0.00 | -100 | -1.04 | 03-31-2024 |
GDS WEALTH MANAGEMENT | COM | 2652 | $580,543 | 9,489 | 0.00 | 0.00 | -1,209 | -11.30 | 03-31-2024 |
VESTOR CAPITAL LLC | COMMON STOCK | 2653 | $580,000 | 9,483 | 0.05 | 0.05 | 154 | 1.65 | 03-31-2024 |
VIAWEALTH LLC | COM | 2654 | $558,540 | 9,478 | 0.00 | 0.00 | 10 | 0.11 | 12-31-2023 |