Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUER WEALTH LLC | COM | 1451 | $314,507 | 5,835 | 0.00 | 0.00 | 35 | 0.60 | 03-31-2024 |
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 1452 | $292,299 | 5,825 | 0.00 | 0.00 | -665 | -10.25 | 03-31-2024 |
FOUNDATIONS INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 534 | 10.13 | 12-31-2023 |
WOODMONT INVESTMENT COUNSEL LLC | COM | 1454 | $290,793 | 5,795 | 0.00 | 0.00 | -25 | -0.43 | 03-31-2024 |