Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS WEALTH SERVICES LLC | CL A | 751 | $2,076,419 | 8,588 | 0.00 | 0.00 | 6 | 0.07 | 06-30-2024 |
ATRIA INVESTMENTS INC | CL A | 752 | $2,076,226 | 8,588 | 0.00 | 0.00 | -3,924 | -31.36 | 06-30-2024 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | Stock | 753 | $2,073,057 | 8,575 | 0.00 | 0.00 | 2 | 0.02 | 06-30-2024 |
BEDELL FRAZIER INVESTMENT COUNSELLING LLC | CL A | 754 | $2,066,167 | 8,546 | 0.00 | 0.00 | -150 | -1.72 | 06-30-2024 |