Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BT WEALTH MANAGEMENT LLC | COM | 451 | $277,000 | 10,488 | 0.07 | 10,488 | +Inf | 03-31-2022 | |
FLUENT FINANCIAL LLC | COM | 452 | $169,171 | 10,488 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WAVERLY ADVISORS LLC | COM | 453 | $169,171 | 10,488 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD TRUST LLC | COM | 454 | $167,624 | 10,392 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |