Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 1151 | $43,154 | 722 | 0.00 | 0.00 | 466 | 182.03 | 03-31-2024 |
SANCTUARY WEALTH MANAGEMENT LLC | COM | 1152 | $42,975 | 719 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PSI ADVISORS LLC | Common Stock | 1153 | $42,317 | 708 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLUE TRUST INC | COM | 1154 | $42,291 | 708 | 0.00 | 0.00 | -50 | -6.60 | 03-31-2024 |