Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESONANT CAPITAL ADVISORS LLC | COM | 1851 | $3,918,343 | 24,999 | 0.00 | 0.00 | -1,789 | -6.68 | 12-31-2023 |
FDX ADVISORS INC | Common Stock | 1852 | $3,893,000 | 24,994 | 0.32 | 0.31 | -8,626 | -25.66 | 09-30-2023 |
CONNECTICUT WEALTH MANAGEMENT LLC | COM | 1853 | $3,900,749 | 24,887 | 0.00 | 0.00 | 6,567 | 35.85 | 12-31-2023 |
DELTA FINANCIAL ADVISORS LLC | COM | 1854 | $3,896,642 | 24,861 | 0.00 | 0.00 | -533 | -2.10 | 12-31-2023 |