Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHOENIX WEALTH ADVISORS | COM | 1351 | $3,349,410 | 67,109 | 0.00 | 0.00 | 1,336 | 2.03 | 03-31-2024 |
PROSPERITY CONSULTING GROUP LLC | COM | 1352 | $3,347,499 | 67,071 | 0.00 | 0.00 | 16,101 | 31.59 | 03-31-2024 |
BIRCH CAPITAL MANAGEMENT LLC | Stock | 1353 | $3,346,565 | 67,052 | 0.00 | 0.00 | -3,080 | -4.39 | 03-31-2024 |
DIVERSIFIED TRUST CO | COM | 1354 | $3,344,460 | 67,009 | 0.00 | 0.00 | -8,353 | -11.08 | 03-31-2024 |