Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | Equity | 1151 | $14,166 | 140 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEARSTEAD ADVISORS LLC | COM | 1152 | $13,155 | 130 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GIBSON WEALTH ADVISORS LLC | COM | 1153 | $13,000 | 126 | 0.01 | 0.02 | 0 | 0.00 | 09-30-2022 |
WETZEL INVESTMENT ADVISORS INC | ETR | 1154 | $12,969 | 125 | 0.00 | 0.01 | 6 | 5.04 | 03-31-2024 |