Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ONEDIGITAL INVESTMENT ADVISORS LLC | COM | 1351 | $244,670 | 1,598 | 0.00 | 0.00 | -869 | -35.22 | 03-31-2024 |
FAS WEALTH PARTNERS INC | COM | 1352 | $227,710 | 1,597 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GENEOS WEALTH MANAGEMENT INC | COM | 1353 | $244,334 | 1,596 | 0.00 | 0.00 | -159 | -9.06 | 03-31-2024 |
BORER DENTON & ASSOCIATES INC | COM | 1354 | $209,041 | 1,595 | 0.00 | 1,595 | +Inf | 09-30-2023 |