Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPASS ADVISORY GROUP LLC | CL B NEW | 3651 | $1,085,362 | 2,581 | 0.00 | 0.00 | 37 | 1.45 | 03-31-2024 |
ATWATER MALICK LLC | CL B NEW | 3652 | $1,084,942 | 2,580 | 0.00 | 0.00 | 314 | 13.86 | 03-31-2024 |
HILL INVESTMENT GROUP PARTNERS LLC | CL B NEW | 3653 | $1,084,521 | 2,579 | 0.00 | 0.00 | -978 | -27.50 | 03-31-2024 |
MBM WEALTH CONSULTANTS LLC | CL B NEW | 3654 | $1,084,101 | 2,578 | 0.00 | 0.00 | -74 | -2.79 | 03-31-2024 |