Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANSCEND CAPITAL ADVISORS LLC | Stock | 1501 | $339,857 | 5,867 | 0.00 | 0.00 | 153 | 2.68 | 03-31-2024 |
RKL WEALTH MANAGEMENT LLC | COM | 1502 | $339,875 | 5,867 | 0.00 | 5,867 | +Inf | 03-31-2024 | |
FORT SHERIDAN ADVISORS LLC | COM | 1503 | $339,702 | 5,864 | 0.00 | 0.00 | 904 | 18.23 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1504 | $339,180 | 5,855 | 0.00 | 0.00 | 1,055 | 21.98 | 03-31-2024 |