Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 651 | $8,619 | 342 | 0.00 | 0.00 | 20 | 6.21 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 652 | $7,913 | 314 | 0.00 | 0.00 | 266 | 554.17 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 653 | $9,419 | 309 | 0.00 | 309 | +Inf | 03-31-2023 | |
FRONT ROW ADVISORS LLC | Stock | 654 | $7,598 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |