Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YHB INVESTMENT ADVISORS INC | Stock | 2751 | $478,865 | 949 | 0.00 | 0.00 | 14 | 1.50 | 03-31-2024 |
ONE WEALTH ADVISORS LLC | COM | 2752 | $476,847 | 945 | 0.00 | 0.00 | -9 | -0.94 | 03-31-2024 |
STONEBROOK PRIVATE INC | COM | 2753 | $563,190 | 944 | 0.00 | 944 | +Inf | 12-31-2023 | |
ZRC WEALTH MANAGEMENT LLC | COM | 2754 | $474,876 | 941 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |