Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESONANT CAPITAL ADVISORS LLC | COM | 1251 | $2,534,959 | 24,044 | 0.00 | 0.00 | 1,335 | 5.88 | 12-31-2023 |
PROFICIO CAPITAL PARTNERS LLC | COM | 1252 | $2,513,204 | 23,838 | 0.00 | 0.00 | 2,934 | 14.04 | 12-31-2023 |
FOCUS FINANCIAL NETWORK INC /ADV | COM | 1253 | $2,506,697 | 23,776 | 0.00 | 23,776 | +Inf | 12-31-2023 | |
LIBERTY WEALTH MANAGEMENT LLC | COM | 1254 | $2,828,678 | 23,753 | 0.00 | 0.00 | -12,372 | -34.25 | 06-30-2023 |