Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUADRANT PRIVATE WEALTH MANAGEMENT LLC | SHS | 2451 | $260,758 | 3,138 | 0.00 | 0.00 | -75 | -2.33 | 12-31-2023 |
CAPITAL PLANNING ADVISORS LLC | SHS | 2452 | $258,014 | 3,132 | 0.00 | 0.00 | -391 | -11.10 | 12-31-2023 |
MODERA WEALTH MANAGEMENT LLC | SHS | 2453 | $257,932 | 3,131 | 0.00 | 0.00 | -406 | -11.48 | 12-31-2023 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | SHS | 2454 | $257,849 | 3,130 | 0.00 | 3,130 | +Inf | 12-31-2023 |