Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BDO WEALTH ADVISORS LLC | COM | 1351 | $148,799 | 1,646 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FOSTER DYKEMA CABOT & CO INC/MA | Common Stock | 1352 | $140,000 | 1,636 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2023 |
VIRTUS INVESTMENT ADVISERS INC | COM | 1353 | $148,554 | 1,633 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 1354 | $146,840 | 1,617 | 0.00 | 0.00 | -234 | -12.64 | 03-31-2024 |