Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGSVIEW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -136 | -2.02 | 12-31-2023 |
ADVISORS ASSET MANAGEMENT INC | COM | 202 | $596,707 | 6,510 | 0.00 | 0.00 | 1,384 | 27.00 | 03-31-2023 |
HARBOUR CAPITAL ADVISORS LLC | COM | 203 | $929,065 | 6,370 | 0.00 | 0.00 | -110 | -1.70 | 03-31-2024 |
BROWN ADVISORY INC | COM | 204 | $968,116 | 6,316 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |