Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BURNS MATTESON CAPITAL MANAGEMENT LLC | Stock | 701 | $558,315 | 5,663 | 0.00 | 5,663 | +Inf | 09-30-2023 | |
SEQUOIA FINANCIAL ADVISORS LLC | SHS | 702 | $448,810 | 5,635 | 0.00 | 0.00 | -660 | -10.48 | 03-31-2024 |
BLACKDIAMOND WEALTH MANAGEMENT LLC | SHS | 703 | $445,323 | 5,591 | 0.00 | 0.00 | -62 | -1.10 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | SHS | 704 | $442,790 | 5,559 | 0.00 | 0.00 | 68 | 1.24 | 03-31-2024 |