Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUOTIENT WEALTH PARTNERS LLC | COM | 1001 | $796,402 | 1,420 | 0.00 | 1,420 | +Inf | 03-31-2024 | |
KINNERET ADVISORY LLC | COM | 1002 | $794,710 | 1,417 | 0.00 | 0.00 | -13 | -0.91 | 03-31-2024 |
PINNACLE FINANCIAL PARTNERS INC | COM | 1003 | $789,663 | 1,408 | 0.00 | 0.00 | 250 | 21.59 | 03-31-2024 |
FSM WEALTH ADVISORS LLC | COM | 1004 | $788,541 | 1,406 | 0.00 | 0.00 | 6 | 0.43 | 03-31-2024 |