Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FERMATA ADVISORS LLC | COM | 2951 | $310,681 | 1,835 | 0.00 | 1,835 | +Inf | 03-31-2024 | |
REGENT PEAK WEALTH ADVISORS LLC | COM | 2952 | $310,327 | 1,833 | 0.00 | 0.00 | 21 | 1.16 | 03-31-2024 |
FAIRHAVEN WEALTH MANAGEMENT LLC | COM | 2953 | $264,962 | 1,832 | 0.00 | 0.00 | 9 | 0.49 | 12-31-2023 |
SAFEGUARD FINANCIAL LLC | COM | 2954 | $263,950 | 1,825 | 0.00 | 1,825 | +Inf | 12-31-2023 |