Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIVA PLC | SHS | 501 | $406,665 | 4,500 | 0.00 | 0.00 | -29 | -0.64 | 03-31-2024 |
EDMOND DE ROTHSCHILD HOLDING SA | SHS | 502 | $383,727 | 4,366 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LAUREL WEALTH ADVISORS INC | SHS | 503 | $394,000 | 4,338 | 0.04 | 0.04 | -315 | -6.77 | 12-31-2022 |
CREATIVE PLANNING | SHS | 504 | $379,650 | 4,320 | 0.00 | 0.00 | 448 | 11.57 | 12-31-2023 |