Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVITAS WEALTH MANAGEMENT LLC | CL B NEW | 2251 | $3,978,960 | 9,462 | 0.00 | 0.00 | 122 | 1.31 | 03-31-2024 |
BRANDYWINE OAK PRIVATE WEALTH LLC | CL B NEW | 2252 | $3,973,073 | 9,448 | 0.00 | 0.00 | -182 | -1.89 | 03-31-2024 |
EVERMAY WEALTH MANAGEMENT LLC | CL B NEW | 2253 | $3,219,040 | 9,440 | 0.00 | 0.00 | -149 | -1.55 | 06-30-2023 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | CL B NEW | 2254 | $3,967,606 | 9,435 | 0.00 | 0.00 | -1 | -0.01 | 03-31-2024 |