Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONE POINT WEALTH LLC | COM | 2551 | $496,129 | 1,745 | 0.00 | 0.00 | -2 | -0.11 | 03-31-2024 |
SCARBOROUGH ADVISORS LLC | COM | 2552 | $494,684 | 1,740 | 0.00 | 0.00 | -17,136 | -90.78 | 03-31-2024 |
VESTMARK ADVISORY SOLUTIONS INC | COM | 2553 | $493,580 | 1,736 | 0.00 | 0.00 | -146 | -7.76 | 03-31-2024 |
BLUE EDGE CAPITAL LLC | COM | 2554 | $492,727 | 1,733 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |