Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SABAL TRUST CO | COM | 451 | $1,268,641 | 15,157 | 0.00 | 15,157 | +Inf | 06-30-2023 | |
WEALTHFRONT ADVISERS LLC | COM | 452 | $1,305,430 | 14,986 | 0.00 | 0.00 | -239 | -1.57 | 03-31-2024 |
PROCYON ADVISORS LLC | COM | 453 | $1,301,162 | 14,937 | 0.00 | 0.00 | 1,365 | 10.06 | 03-31-2024 |
PREMIER PATH WEALTH PARTNERS LLC | COM | 454 | $1,295,848 | 14,914 | 0.00 | 0.00 | 3,439 | 29.97 | 03-31-2024 |