Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LGT FINANCIAL ADVISORS LLC | COM | 501 | $9,085 | 38 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 502 | $8,613 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 503 | $6,300 | 31 | 0.00 | 0.00 | -17 | -35.42 | 09-30-2023 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 504 | $6,839 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |