Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAMILY FIRM INC | Stock | 2701 | $220,440 | 1,265 | 0.00 | 0.00 | 7 | 0.56 | 03-31-2024 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM | 2702 | $219,331 | 1,259 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTHCARE INVESTMENT PARTNERS LLC | COM | 2703 | $219,231 | 1,258 | 0.00 | 0.00 | 10 | 0.80 | 03-31-2024 |
SILVER OAK SECURITIES INC | COM | 2704 | $219,135 | 1,258 | 0.00 | 0.00 | -45 | -3.45 | 03-31-2024 |