Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 771 | +Inf | 03-31-2024 | |
SEMUS WEALTH PARTNERS LLC | COM NEW | 1902 | $305,703 | 766 | 0.00 | 0.00 | 1 | 0.13 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM NEW | 1903 | $305,703 | 766 | 0.00 | 0.00 | -217 | -22.08 | 03-31-2024 |
KOVITZ INVESTMENT GROUP PARTNERS LLC | COM NEW | 1904 | $305,304 | 765 | 0.00 | 765 | +Inf | 03-31-2024 |