Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPLE WEALTH PARTNERS LLC | COM | 1051 | $1,270,400 | 2,450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRYN MAWR CAPITAL MANAGEMENT LLC | COM | 1052 | $1,150,135 | 2,439 | 0.00 | 0.00 | -77 | -3.06 | 12-31-2023 |
9258 WEALTH MANAGEMENT LLC | Stock | 1053 | $1,263,682 | 2,437 | 0.00 | 0.00 | 2 | 0.08 | 03-31-2024 |
TRUEBLOOD WEALTH MANAGEMENT LLC | COM | 1054 | $1,263,163 | 2,436 | 0.00 | 0.00 | 34 | 1.42 | 03-31-2024 |