Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISE TECHNOLOGIES INC | COM NEW | 1101 | $1,346,032 | 16,481 | 0.00 | 0.00 | -3,783 | -18.67 | 09-30-2023 |
RIVER STREET ADVISORS LLC | COM NEW | 1102 | $1,546,390 | 16,423 | 0.00 | 0.00 | 1,028 | 6.68 | 03-31-2024 |
FIFTH THIRD WEALTH ADVISORS LLC | COM | 1103 | $1,529,464 | 16,402 | 0.00 | 0.00 | 178 | 1.10 | 12-31-2023 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 1104 | $1,544,024 | 16,398 | 0.00 | 0.00 | -3,131 | -16.03 | 03-31-2024 |