Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | COM | 1251 | $402,379 | 558 | 0.00 | 558 | +Inf | 03-31-2024 | |
AMERICANA PARTNERS LLC | COM | 1252 | $401,658 | 557 | 0.00 | 0.00 | -6 | -1.07 | 03-31-2024 |
DORSEY & WHITNEY TRUST CO LLC | COM | 1253 | $401,658 | 557 | 0.00 | 0.00 | 30 | 5.69 | 03-31-2024 |
EVERHART FINANCIAL GROUP INC | COM | 1254 | $398,053 | 552 | 0.00 | 0.00 | 20 | 3.76 | 03-31-2024 |