Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | COM | 1451 | $4,945,409 | 14,270 | 0.00 | 0.00 | 2,783 | 24.23 | 12-31-2023 |
AVIDIAN WEALTH SOLUTIONS LLC | COM | 1452 | $5,470,612 | 14,261 | 0.00 | 0.00 | 432 | 3.12 | 03-31-2024 |
SANDHILL CAPITAL PARTNERS LLC | COM | 1453 | $4,941,976 | 14,260 | 0.00 | 0.00 | -1,305 | -8.38 | 12-31-2023 |
EDGE CAPITAL GROUP LLC | Stock | 1454 | $4,936,605 | 14,245 | 0.00 | 0.00 | 1,619 | 12.82 | 12-31-2023 |