Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW CAPITAL MANAGEMENT LP | COM | 601 | $352,249 | 8,853 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRITONPOINT WEALTH LLC | COM | 602 | $374,572 | 8,828 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOURTHOUGHT FINANCIAL LLC | Stock | 603 | $413,000 | 8,731 | 0.06 | 8,731 | +Inf | 09-30-2022 | |
EVERMAY WEALTH MANAGEMENT LLC | COM | 604 | $491,833 | 8,705 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |