Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROUNDVIEW CAPITAL LLC | COM | 1901 | $246,435 | 1,223 | 0.00 | 0.00 | -195 | -13.75 | 03-31-2024 |
SOURCE FINANCIAL ADVISORS LLC | COM | 1902 | $245,025 | 1,216 | 0.00 | 1,216 | +Inf | 03-31-2024 | |
HILL ISLAND FINANCIAL LLC | COM | 1903 | $244,823 | 1,215 | 0.00 | 0.00 | -275 | -18.46 | 03-31-2024 |
MAYFLOWER FINANCIAL ADVISORS LLC | COM | 1904 | $242,129 | 1,202 | 0.00 | 1,202 | +Inf | 03-31-2024 |