Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLAY NORTHAM WEALTH MANAGEMENT LLC | COM | 3751 | $222,472 | 5,302 | 0.00 | 5,302 | +Inf | 03-31-2024 | |
ACIMA PRIVATE WEALTH LLC | Stock | 3752 | $199,810 | 5,300 | 0.00 | 0.13 | -34 | -0.64 | 12-31-2023 |
MCKINLEY CARTER WEALTH SERVICES INC | COM | 3753 | $221,134 | 5,270 | 0.00 | 0.00 | -340 | -6.06 | 03-31-2024 |
SENDERO WEALTH MANAGEMENT LLC | COM | 3754 | $219,283 | 5,226 | 0.00 | 5,226 | +Inf | 03-31-2024 |