Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
O'BRIEN WEALTH PARTNERS LLC | COM | 4151 | $3,714,076 | 21,659 | 0.00 | 0.00 | -798 | -3.55 | 03-31-2024 |
THRIVE CAPITAL MANAGEMENT LLC | COM | 4152 | $4,161,095 | 21,613 | 0.00 | 0.00 | 5,050 | 30.49 | 12-31-2023 |
ERTS WEALTH ADVISORS LLC | COM | 4153 | $3,704,744 | 21,605 | 0.00 | 0.00 | -1,540 | -6.65 | 03-31-2024 |
PICTET BANK & TRUST LTD | COM | 4154 | $3,695,394 | 21,550 | 0.00 | 0.00 | -640 | -2.88 | 03-31-2024 |