Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM HEWINS LLC | CL A | 1701 | $362,618 | 2,143 | 0.00 | 0.00 | 53 | 2.54 | 03-31-2024 |
BRYN MAWR TRUST CO | COMMON STOCK | 1702 | $370,754 | 2,131 | 0.00 | 0.01 | 870 | 68.99 | 09-30-2023 |
TRANSCEND CAPITAL ADVISORS LLC | Stock | 1703 | $360,381 | 2,130 | 0.00 | 0.00 | 173 | 8.84 | 03-31-2024 |
FIRSTPURPOSE WEALTH LLC | CL A | 1704 | $370,577 | 2,130 | 0.00 | 0.00 | 4 | 0.19 | 09-30-2023 |