Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SC&H FINANCIAL ADVISORS INC | COM | 1201 | $451,234 | 4,722 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BANK PICTET & CIE (EUROPE) AG | COM | 1202 | $358,375 | 4,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEALTHSTONE INC | Equities | 1203 | $391,000 | 4,679 | 0.14 | 4,679 | +Inf | 03-31-2021 | |
FAGAN ASSOCIATES INC | COM | 1204 | $324,023 | 4,677 | 0.00 | 0.00 | -48 | -1.02 | 09-30-2023 |