Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESCOTT FINANCIAL ADVISORY GROUP LLC | COM | 3001 | $891,931 | 8,921 | 0.00 | 0.00 | -567 | -5.98 | 12-31-2023 |
OPAL WEALTH ADVISORS LLC | COM | 3002 | $1,036,527 | 8,917 | 0.00 | 0.00 | 291 | 3.37 | 03-31-2024 |
TAYLOR HOFFMAN WEALTH MANAGEMENT | COM | 3003 | $891,322 | 8,915 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HARDMAN JOHNSTON GLOBAL ADVISORS LLC | COM | 3004 | $1,044,463 | 8,883 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |