Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WMS PARTNERS LLC | COM | 2301 | $209,953 | 985 | 0.00 | 985 | +Inf | 03-31-2024 | |
VIRTUS INVESTMENT ADVISERS INC | COM | 2302 | $176,055 | 983 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AUTUMN GLORY PARTNERS LLC | COM | 2303 | $208,887 | 980 | 0.00 | 980 | +Inf | 03-31-2024 | |
APRIO WEALTH MANAGEMENT LLC | COM | 2304 | $208,882 | 980 | 0.00 | 980 | +Inf | 03-31-2024 |