Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERPAR ADVISORS LLC | COM | 2501 | $384,805 | 2,132 | 0.00 | 2,132 | +Inf | 03-31-2024 | |
FIVE OCEANS ADVISORS | COM | 2502 | $383,361 | 2,124 | 0.00 | 0.00 | 3 | 0.14 | 03-31-2024 |
JACOBSON & SCHMITT ADVISORS LLC | COM | 2503 | $217,670 | 2,117 | 0.00 | 2,117 | +Inf | 09-30-2023 | |
PRIMORIS WEALTH ADVISORS LLC | COM | 2504 | $310,884 | 2,109 | 0.00 | 0.00 | -161 | -7.09 | 12-31-2023 |