Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | Equity | 2201 | $4,284 | 19 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STEPHENS CONSULTING LLC | CL A | 2202 | $4,594 | 19 | 0.00 | 19 | +Inf | 06-30-2024 | |
LEGEND FINANCIAL ADVISORS INC | CL A | 2203 | $4,594 | 19 | 0.00 | 19 | +Inf | 06-30-2024 | |
LOWE WEALTH ADVISORS LLC | COM | 2204 | $4,352 | 18 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |