Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERMAY WEALTH MANAGEMENT LLC | COM | 1801 | $561,226 | 6,619 | 0.00 | 0.00 | -138 | -2.04 | 06-30-2023 |
VIRTUS ETF ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 6,617 | +Inf | 03-31-2024 | |
ANGELES WEALTH MANAGEMENT LLC | COM | 1803 | $670,082 | 6,607 | 0.00 | 0.00 | 1,822 | 38.08 | 03-31-2024 |
PDS PLANNING INC | COM | 1804 | $669,676 | 6,603 | 0.00 | 0.00 | 472 | 7.70 | 03-31-2024 |