Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSM WEALTH ADVISORS LLC | COM | 651 | $377,317 | 9,770 | 0.00 | 0.00 | 929 | 10.51 | 03-31-2024 |
GREENLEAF TRUST | COM | 652 | $376,004 | 9,736 | 0.00 | 0.00 | 295 | 3.12 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | 653 | $356,918 | 9,736 | 0.00 | 9,736 | +Inf | 12-31-2023 | |
CONFLUENCE WEALTH SERVICES INC | COM | 654 | $373,805 | 9,679 | 0.00 | 0.00 | 433 | 4.68 | 03-31-2024 |