Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUEBLOOD WEALTH MANAGEMENT LLC | COM | 2151 | $528,879 | 2,029 | 0.00 | 2,029 | +Inf | 12-31-2023 | |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 2152 | $277,000 | 2,027 | 0.08 | 0.09 | -230 | -10.19 | 06-30-2022 |
IVC WEALTH ADVISORS LLC | COM | 2153 | $390,998 | 2,026 | 0.00 | 0.00 | -2,179 | -51.82 | 03-31-2024 |
CLARIS ADVISORS LLC / MO / | COM | 2154 | $527,837 | 2,025 | 0.00 | 0.00 | -66 | -3.16 | 12-31-2023 |