Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFEWORKS ADVISORS LLC | COM | 2051 | $805,821 | 4,584 | 0.00 | 0.00 | -1,775 | -27.91 | 03-31-2024 |
DELAP WEALTH ADVISORY LLC | COM | 2052 | $804,663 | 4,577 | 0.00 | 4,577 | +Inf | 03-31-2024 | |
PROVISE MANAGEMENT GROUP LLC | COM | 2053 | $1,137,044 | 4,576 | 0.00 | 0.00 | -4 | -0.09 | 12-31-2023 |
WESTERN PACIFIC WEALTH MANAGEMENT LP | Stock | 2054 | $804,063 | 4,574 | 0.00 | 0.00 | -394 | -7.93 | 03-31-2024 |