Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEO BROKERAGE LLC | COM | 1901 | $313,099 | 781 | 0.00 | 0.00 | 38 | 5.11 | 06-30-2023 |
BLUEPRINT INVESTMENT PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 780 | +Inf | 12-31-2023 | |
ASCENT WEALTH PARTNERS LLC | COM | 1903 | $331,426 | 779 | 0.00 | 0.00 | 30 | 4.01 | 03-31-2024 |
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | COM | 1904 | $329,724 | 775 | 0.00 | 0.00 | -1 | -0.13 | 03-31-2024 |