Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APRIO WEALTH MANAGEMENT LLC | COM | 2451 | $276,932 | 1,563 | 0.00 | 1,563 | +Inf | 03-31-2024 | |
PRIVATE CAPITAL MANAGEMENT LLC | COM | 2452 | $221,614 | 1,556 | 0.00 | 0.00 | -42 | -2.63 | 12-31-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 2453 | $329,000 | 1,550 | 0.09 | 0.01 | 1,350 | 675.00 | 03-31-2022 |
DERBEND ASSET MANAGEMENT | COM | 2454 | $274,571 | 1,549 | 0.00 | 0.00 | -16 | -1.02 | 03-31-2024 |