Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOX HILL WEALTH MANAGEMENT | COM | 651 | $243,889 | 2,445 | 0.00 | 2,445 | +Inf | 03-31-2024 | |
GENEOS WEALTH MANAGEMENT INC | COM | 652 | $227,430 | 2,280 | 0.00 | 0.00 | -10 | -0.44 | 03-31-2024 |
SNOWDEN CAPITAL ADVISORS LLC | COM | 653 | $223,540 | 2,241 | 0.00 | 0.00 | -86,102 | -97.46 | 03-31-2024 |
FORUM FINANCIAL MANAGEMENT LP | COM | 654 | $218,852 | 2,194 | 0.00 | 2,194 | +Inf | 03-31-2024 |