Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAMBOLT & ASSOCIATES LLC | COM NEW | 1701 | $425,275 | 1,077 | 0.00 | 0.00 | -533 | -33.11 | 03-31-2024 |
FFT WEALTH MANAGEMENT LLC | COM NEW | 1702 | $429,820 | 1,077 | 0.00 | 0.00 | 192 | 21.69 | 03-31-2024 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM NEW | 1703 | $429,421 | 1,076 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ACCREDITED INVESTORS INC | COM NEW | 1704 | $428,224 | 1,073 | 0.00 | 0.00 | 70 | 6.98 | 03-31-2024 |