Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAVERLY ADVISORS LLC | COM | 2401 | $352,817 | 2,393 | 0.00 | 2,393 | +Inf | 12-31-2023 | |
HARBOUR TRUST & INVESTMENT MANAGEMENT CO | Com | 2402 | $350,688 | 2,379 | 0.00 | 2,379 | +Inf | 12-31-2023 | |
KEUDELL/MORRISON WEALTH MANAGEMENT | COM | 2403 | $349,214 | 2,369 | 0.00 | 0.00 | 55 | 2.38 | 12-31-2023 |
TRITONPOINT WEALTH LLC | COM | 2404 | $313,394 | 2,366 | 0.00 | 0.00 | 140 | 6.29 | 03-31-2024 |