Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 451 | $260,249 | 1,289 | 0.00 | 0.00 | -92 | -6.66 | 03-31-2024 |
NEWEDGE WEALTH LLC | COM | 452 | $229,503 | 1,278 | 0.00 | 0.00 | 28 | 2.24 | 03-31-2024 |
BRIDGEFRONT CAPITAL LLC | COM | 453 | $257,019 | 1,273 | 0.00 | 1,273 | +Inf | 03-31-2024 | |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 454 | $298,666 | 1,255 | 0.00 | 1,255 | +Inf | 12-31-2023 |