Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRATUS WEALTH ADVISORS LLC | COM | 1151 | $420,150 | 1,784 | 0.00 | 1,784 | +Inf | 12-31-2023 | |
EVERPAR ADVISORS LLC | COM | 1152 | $516,164 | 1,780 | 0.00 | 1,780 | +Inf | 03-31-2024 | |
PRIVATE WEALTH PARTNERS LLC | COM | 1153 | $417,559 | 1,773 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VALEO FINANCIAL ADVISORS LLC | Stock | 1154 | $511,235 | 1,763 | 0.00 | 0.00 | -23 | -1.29 | 03-31-2024 |