Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | ORD SHS | 651 | $6,424 | 57 | 0.00 | 0.00 | -4 | -6.56 | 12-31-2023 |
PARKSIDE FINANCIAL BANK & TRUST | ORD SHS | 652 | $5,714 | 57 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ZRC WEALTH MANAGEMENT LLC | ORD SHS | 653 | $5,012 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ENRICH FINANCIAL PARTNERS LLC | ORD SHS | 654 | $5,012 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |