Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUSTOS FAMILY OFFICE LLC | COM | 3651 | $347,245 | 660 | 0.00 | 0.00 | 3 | 0.46 | 12-31-2023 |
RESTON WEALTH MANAGEMENT LLC | COM | 3652 | $347,402 | 660 | 0.00 | 0.00 | 27 | 4.27 | 12-31-2023 |
JGP WEALTH MANAGEMENT LLC | COM | 3653 | $326,502 | 660 | 0.00 | 0.00 | 56 | 9.27 | 03-31-2024 |
INTELLIGENCE DRIVEN ADVISERS LLC | COM | 3654 | $326,007 | 659 | 0.00 | 0.00 | -383 | -36.76 | 03-31-2024 |