Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 451 | $6,810 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 452 | $7,000 | 63 | 0.00 | 0.00 | 15 | 31.25 | 09-30-2021 |
WETZEL INVESTMENT ADVISORS INC | ASGN | 453 | $5,637 | 59 | 0.00 | 0.00 | 15 | 34.09 | 03-31-2024 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 454 | $5,971 | 57 | 0.00 | 57 | +Inf | 03-31-2024 |