Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WALDRON PRIVATE WEALTH LLC | COM | 1451 | $792,613 | 1,863 | 0.00 | 0.04 | 45 | 2.48 | 03-31-2024 |
BALBOA WEALTH PARTNERS | COM | 1452 | $789,388 | 1,855 | 0.00 | 0.00 | -9 | -0.48 | 03-31-2024 |
VCI WEALTH MANAGEMENT LLC | COM | 1453 | $815,845 | 1,852 | 0.00 | 1,852 | +Inf | 12-31-2023 | |
TRINITYPOINT WEALTH LLC | COM | 1454 | $787,258 | 1,850 | 0.00 | 0.00 | -11 | -0.59 | 03-31-2024 |