Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANE & ASSOCIATES LLC | SHS - A - | 1151 | $238,096 | 2,868 | 0.00 | 2,868 | +Inf | 12-31-2022 | |
ARKADIOS WEALTH ADVISORS | Stock | 1152 | $292,714 | 2,862 | 0.00 | 0.00 | -78 | -2.65 | 03-31-2024 |
RENAISSANCE GROUP LLC | COM | 1153 | $270,712 | 2,849 | 0.00 | 0.00 | 68 | 2.45 | 12-31-2023 |
STERLING INVESTMENT COUNSEL LLC | SHS - A - | 1154 | $288,941 | 2,825 | 0.00 | 0.00 | 305 | 12.10 | 03-31-2024 |