Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AEVITAS WEALTH MANAGEMENT INC | COM | 1151 | $806,698 | 10,239 | 0.00 | 0.54 | 10 | 0.10 | 12-31-2022 |
DIVERSIFY ADVISORY SERVICES LLC | COM | 1152 | $910,800 | 10,227 | 0.00 | 10,227 | +Inf | 03-31-2024 | |
NEO IVY CAPITAL MANAGEMENT | Stock | 1153 | $832,000 | 10,222 | 0.84 | 10,222 | +Inf | 06-30-2021 | |
FIRST CITIZENS BANK & TRUST CO | COM | 1154 | $920,040 | 10,217 | 0.00 | 0.00 | 2,820 | 38.12 | 03-31-2024 |