Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALLENTINE PARTNERS LLC | COM | 1301 | $246,020 | 3,262 | 0.00 | 0.00 | 41 | 1.27 | 09-30-2023 |
FRG FAMILY WEALTH ADVISORS LLC | COM | 1302 | $190,997 | 3,256 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INTEGRATED ADVISORS NETWORK LLC | COM | 1303 | $235,004 | 3,254 | 0.00 | 0.00 | 33 | 1.02 | 12-31-2023 |
REVISOR WEALTH MANAGEMENT LLC | COM | 1304 | $233,279 | 3,230 | 0.00 | 0.00 | -968 | -23.06 | 12-31-2023 |