Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 1051 | $12,673 | 365 | 0.00 | 0.00 | 33 | 9.94 | 03-31-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 1052 | $12,646 | 364 | 0.00 | 0.00 | 40 | 12.35 | 03-31-2024 |
SANDY SPRING BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREWE ADVISORS LLC | COM | 1054 | $12,297 | 343 | 0.00 | 343 | +Inf | 12-31-2023 |