Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOLINSKY WEALTH MANAGEMENT LLC | COM | 501 | $397,885 | 4,255 | 0.00 | 0.00 | 2 | 0.05 | 06-30-2024 |
SHELTON CAPITAL MANAGEMENT | COM | 502 | $397,698 | 4,253 | 0.00 | 0.00 | -225 | -5.02 | 06-30-2024 |
LEGACY TRUST | COM | 503 | $392,181 | 4,194 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 504 | $378,198 | 4,141 | 0.00 | 0.00 | 4,113 | 14689.29 | 06-30-2024 |