Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSELEY INVESTMENT MANAGEMENT INC | COM | 1301 | $2,962,713 | 17,500 | 0.00 | 0.00 | -117 | -0.66 | 03-31-2024 |
ASPIRIANT LLC | COM | 1302 | $2,957,839 | 17,470 | 0.00 | 0.00 | 3,490 | 24.96 | 03-31-2024 |
FIRST TRUST DIRECT INDEXING LP | COM | 1303 | $2,079,111 | 17,466 | 0.00 | 0.00 | -2,511 | -12.57 | 06-30-2023 |
SEACREST WEALTH MANAGEMENT LLC | COM | 1304 | $2,952,644 | 17,440 | 0.00 | 0.00 | -16,378 | -48.43 | 03-31-2024 |