Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRESSET ASSET MANAGEMENT LLC | COM | 501 | $868,000 | 2,166 | 0.00 | 2,166 | +Inf | 06-30-2023 | |
WEALTHFRONT ADVISERS LLC | COM | 502 | $976,484 | 2,149 | 0.00 | 0.00 | -62 | -2.80 | 03-31-2024 |
MCDONALD PARTNERS LLC | COM | 503 | $970,813 | 2,137 | 0.00 | 0.00 | 2 | 0.09 | 03-31-2024 |
ARKADIOS WEALTH ADVISORS | Stock | 504 | $964,870 | 2,123 | 0.00 | 0.00 | -113 | -5.05 | 03-31-2024 |