Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | Equities | 351 | $5,144 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | CL B | 352 | $5,088 | 188 | 0.00 | 0.00 | 13 | 7.43 | 03-31-2024 |
BLUE TRUST INC | CL B | 353 | $4,000 | 174 | 0.00 | 0.00 | 136 | 357.89 | 12-31-2023 |
SIGNATUREFD LLC | CL B | 354 | $3,402 | 163 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |