Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATRIA WEALTH SOLUTIONS INC | COM | 551 | $301,120 | 2,238 | 0.00 | 0.00 | -62 | -2.70 | 12-31-2023 |
COLONIAL RIVER WEALTH MANAGEMENT LLC | COM | 552 | $292,159 | 2,186 | 0.00 | 0.00 | 21 | 0.97 | 12-31-2023 |
MOODY ALDRICH PARTNERS LLC | COM | 553 | $281,272 | 2,156 | 0.00 | 0.00 | -109 | -4.81 | 06-30-2023 |
VESTCOR INC | COM | 554 | $287,000 | 2,151 | 0.01 | 0.01 | -34 | -1.56 | 12-31-2023 |