Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 251 | $88,796 | 1,128 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HM PAYSON & CO | COM | 252 | $75,636 | 1,104 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SIGNATUREFD LLC | COM | 253 | $74,154 | 942 | 0.00 | 0.00 | -353 | -27.26 | 03-31-2024 |
IFP ADVISORS INC | cs | 254 | $65,441 | 905 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |