Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK OF MARIN | COM NEW | 1351 | $818,533 | 2,051 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEACON FINANCIAL PLANNING INC | COM NEW | 1352 | $815,740 | 2,044 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VIRTUS ETF ADVISERS LLC | COM NEW | 1353 | $814,942 | 2,042 | 0.00 | 0.00 | -100 | -4.67 | 03-31-2024 |
GUARDIAN WEALTH ADVISORS LLC / NC | COM NEW | 1354 | $810,153 | 2,030 | 0.00 | 0.00 | 104 | 5.40 | 03-31-2024 |