Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 1201 | $2,026,956 | 11,891 | 0.00 | 0.00 | 498 | 4.37 | 12-31-2023 |
MCKINLEY CARTER WEALTH SERVICES INC | COM | 1202 | $2,066,689 | 11,863 | 0.00 | 0.00 | 268 | 2.31 | 03-31-2024 |
ATLAS CAPITAL ADVISORS LLC | Equity | 1203 | $2,021,996 | 11,862 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SEMMAX FINANCIAL ADVISORS INC | COM | 1204 | $2,242,337 | 11,855 | 0.00 | 0.00 | -2,834 | -19.29 | 03-31-2024 |