Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAYDEN ROYAL LLC | Common Stock | 1251 | $297,000 | 759 | 0.70 | 0.49 | 18 | 2.43 | 12-31-2021 |
FOCUS FINANCIAL NETWORK INC /ADV | COM | 1252 | $386,024 | 755 | 0.00 | 755 | +Inf | 12-31-2023 | |
CLEAR PERSPECTIVE ADVISORS LLC | COM | 1253 | $295,000 | 753 | 0.09 | 0.10 | 10 | 1.35 | 12-31-2021 |
DIVERSIFIED TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 752 | +Inf | 03-31-2024 |