Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 1301 | $268,106 | 2,973 | 0.00 | 0.00 | -128 | -4.13 | 12-31-2023 |
IMPACT PARTNERSHIP WEALTH LLC | COM | 1302 | $268,043 | 2,972 | 0.00 | 0.00 | -1,096 | -26.94 | 12-31-2023 |
APEIRON RIA LLC | COM | 1303 | $264,914 | 2,953 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GEOWEALTH MANAGEMENT LLC | COM | 1304 | $265,000 | 2,948 | 0.02 | 0.01 | 2,322 | 370.93 | 12-31-2023 |