Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERSONAL CFO SOLUTIONS LLC | COM | 1251 | $1,413,263 | 2,261 | 0.00 | 0.00 | 126 | 5.90 | 12-31-2023 |
KNOWLEDGE LEADERS CAPITAL LLC | COM | 1252 | $1,467,050 | 2,257 | 0.00 | 0.00 | -36 | -1.57 | 03-31-2024 |
PENINSULA WEALTH LLC | COM | 1253 | $1,402,695 | 2,244 | 0.00 | 0.00 | 11 | 0.49 | 12-31-2023 |
RMR WEALTH BUILDERS | COM | 1254 | $1,453,464 | 2,236 | 0.00 | 0.00 | 232 | 11.58 | 03-31-2024 |