Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAPSTONE FINANCIAL ADVISORS LLC | COM | 1951 | $389,269 | 4,268 | 0.00 | 0.00 | 4 | 0.09 | 12-31-2023 |
WESTSHORE WEALTH LLC | COM | 1952 | $401,396 | 4,267 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SYSTEMATIC PORTFOLIOS LLC | COM | 1953 | $401,345 | 4,266 | 0.00 | 4,266 | +Inf | 12-31-2023 | |
HAMILTON POINT INVESTMENT ADVISORS LLC | COM | 1954 | $406,891 | 4,266 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |