Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MJP ASSOCIATES INC /ADV | CAP STK CL C | 2801 | $1,483,165 | 9,741 | 0.00 | 0.00 | 1,677 | 20.80 | 03-31-2024 |
BAKER BOYER NATIONAL BANK | COMMON STOCK | 2802 | $1,481,791 | 9,732 | 0.00 | 0.00 | -957 | -8.95 | 03-31-2024 |
WEALTHONE LLC | CAP STK CL C | 2803 | $1,281,187 | 9,717 | 0.00 | 0.00 | 131 | 1.37 | 09-30-2023 |
LEGACY BRIDGE LLC | CAP STK CL C | 2804 | $1,479,206 | 9,715 | 0.00 | 0.00 | -3,755 | -27.88 | 03-31-2024 |