Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 551 | $373,344 | 1,492 | 0.00 | 0.00 | 73 | 5.14 | 03-31-2024 |
ACCURATE WEALTH MANAGEMENT LLC | COM | 552 | $306,301 | 1,481 | 0.00 | 0.00 | 327 | 28.34 | 09-30-2023 |
CHOREO LLC | COM | 553 | $355,865 | 1,425 | 0.00 | 0.00 | 20 | 1.42 | 03-31-2024 |
TOWNSQUARE CAPITAL LLC | COM | 554 | $351,823 | 1,406 | 0.00 | 0.00 | 447 | 46.61 | 03-31-2024 |