Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WATERFORD ADVISORS LLC | COM | 3651 | $330,264 | 3,208 | 0.00 | 0.18 | 0 | 0.00 | 09-30-2023 |
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | COM | 3652 | $423,013 | 3,206 | 0.00 | 0.00 | -113 | -3.40 | 03-31-2024 |
SEMUS WEALTH PARTNERS LLC | COM | 3653 | $422,729 | 3,204 | 0.00 | 0.00 | -363 | -10.18 | 03-31-2024 |
SUMMITRY LLC | COM | 3654 | $422,636 | 3,203 | 0.00 | 0.00 | 224 | 7.52 | 03-31-2024 |