Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 651 | $18,251 | 134 | 0.00 | 0.00 | 7 | 5.51 | 03-31-2024 |
HM PAYSON & CO | COM | 652 | $12,827 | 131 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 653 | $17,276 | 127 | 0.00 | 0.00 | 4 | 3.25 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 654 | $14,915 | 125 | 0.00 | 125 | +Inf | 12-31-2023 |