Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MISSION WEALTH MANAGEMENT LP | COM | 1301 | $1,953,851 | 4,295 | 0.00 | 0.00 | 686 | 19.01 | 03-31-2024 |
CRESTWOOD ADVISORS GROUP LLC | Stock | 1302 | $1,942,981 | 4,272 | 0.00 | 0.00 | 215 | 5.30 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 1303 | $1,936,024 | 4,256 | 0.00 | 0.00 | -595 | -12.27 | 03-31-2024 |
SABAL TRUST CO | COM | 1304 | $1,950,170 | 4,236 | 0.00 | 0.10 | 965 | 29.50 | 06-30-2023 |