Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFIED TRUST CO | CL A | 601 | $417,160 | 3,515 | 0.00 | 0.00 | 916 | 35.24 | 03-31-2024 |
CETERA INVESTMENT ADVISERS | CL A | 602 | $369,118 | 3,477 | 0.00 | 0.00 | 307 | 9.68 | 12-31-2023 |
RAYMOND JAMES TRUST NA | COMMON STOCK | 603 | $412,295 | 3,474 | 0.00 | 0.00 | -75 | -2.11 | 03-31-2024 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 604 | $364,979 | 3,438 | 0.00 | 0.00 | 241 | 7.54 | 12-31-2023 |