Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONARY WEALTH ADVISORS | COM CL A | 3201 | $1,219,637 | 4,685 | 0.00 | 0.00 | 177 | 3.93 | 12-31-2023 |
SA MASON LLC | COM | 3202 | $1,306,030 | 4,680 | 0.00 | 0.00 | -73 | -1.54 | 03-31-2024 |
FORT PITT CAPITAL GROUP LLC | COM CL A | 3203 | $1,304,963 | 4,676 | 0.00 | 0.00 | 527 | 12.70 | 03-31-2024 |
1900 WEALTH MANAGEMENT LLC | COM CL A | 3204 | $1,304,256 | 4,673 | 0.00 | 0.00 | -221 | -4.52 | 03-31-2024 |