Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERHART FINANCIAL GROUP INC | COM | 1001 | $218,926 | 2,631 | 0.00 | 2,631 | +Inf | 03-31-2024 | |
PARALLEL ADVISORS LLC | Stock | 1002 | $216,429 | 2,601 | 0.00 | 0.00 | 573 | 28.25 | 03-31-2024 |
GILMAN HILL ASSET MANAGEMENT LLC | COM | 1003 | $216,346 | 2,600 | 0.00 | 0.00 | -100 | -3.70 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 1004 | $215,015 | 2,584 | 0.00 | 0.00 | 11 | 0.43 | 03-31-2024 |