Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMPACT PARTNERSHIP WEALTH LLC | COM | 651 | $248,373 | 7,779 | 0.00 | 0.00 | -1,258 | -13.92 | 03-31-2024 |
SAPIENT CAPITAL LLC | COM | 652 | $243,179 | 7,616 | 0.00 | 0.00 | -221 | -2.82 | 03-31-2024 |
VALEO FINANCIAL ADVISORS LLC | Stock | 653 | $243,147 | 7,615 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 654 | $223,000 | 7,565 | 0.02 | 0.00 | -13 | -0.17 | 03-31-2024 |