Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK JULIUS BAER & CO LTD ZURICH | COM | 551 | $220,802 | 1,226 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DANA INVESTMENT ADVISORS INC | COM | 552 | $220,262 | 1,223 | 0.00 | 0.00 | -58,739 | -97.96 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 553 | $180,000 | 1,209 | 0.05 | 0.07 | 1 | 0.08 | 03-31-2022 |
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 554 | $216,120 | 1,200 | 0.00 | 0.00 | -275 | -18.64 | 03-31-2024 |