Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BISON WEALTH LLC | COM | 1801 | $399,332 | 939 | 0.00 | 0.00 | -34 | -3.49 | 03-31-2024 |
MODERA WEALTH MANAGEMENT LLC | COM | 1802 | $399,186 | 938 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARIETTA INVESTMENT PARTNERS LLC | COM | 1803 | $397,796 | 935 | 0.00 | 0.00 | 57 | 6.49 | 03-31-2024 |
ASPIRIANT LLC | COM | 1804 | $397,370 | 934 | 0.00 | 0.00 | 30 | 3.32 | 03-31-2024 |