Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATRIA WEALTH SOLUTIONS INC | COM | 701 | $1,651,941 | 10,586 | 0.00 | 0.00 | 268 | 2.60 | 03-31-2024 |
KOVITZ INVESTMENT GROUP PARTNERS LLC | COM | 702 | $1,639,099 | 10,503 | 0.00 | 10,503 | +Inf | 03-31-2024 | |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 703 | $1,618,810 | 10,373 | 0.00 | 10,373 | +Inf | 03-31-2024 | |
PATHSTONE FAMILY OFFICE LLC | COM | 704 | $1,769,406 | 10,364 | 0.00 | 0.00 | 1,497 | 16.88 | 06-30-2023 |