Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEEBECK WEALTH MANAGEMENT LLC | COM | 201 | $2,091,807 | 11,984 | 0.00 | 0.00 | 8,341 | 228.96 | 03-31-2024 |
CERITY PARTNERS LLC | Stock | 202 | $2,078,977 | 11,911 | 0.00 | 11,911 | +Inf | 03-31-2024 | |
DAVENPORT & CO LLC | COM | 203 | $1,946,233 | 11,150 | 0.00 | 0.00 | 1,398 | 14.34 | 03-31-2024 |
INTERCONTINENTAL WEALTH ADVISORS LLC | COM | 204 | $1,863,386 | 11,134 | 0.00 | 0.00 | -1,180 | -9.58 | 06-30-2023 |