Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCOLLAB LLC | CL A | 3951 | $643,146 | 1,817 | 0.00 | 1,817 | +Inf | 12-31-2023 | |
SC&H FINANCIAL ADVISORS INC | CL A | 3952 | $642,083 | 1,814 | 0.00 | 0.00 | -13 | -0.71 | 12-31-2023 |
OUTLOOK WEALTH ADVISORS LLC | CL A | 3953 | $880,848 | 1,814 | 0.00 | 1,814 | +Inf | 03-31-2024 | |
BAKER BOYER NATIONAL BANK | COMMON STOCK | 3954 | $879,869 | 1,812 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |