Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KFG WEALTH MANAGEMENT LLC | COM | 701 | $429,969 | 946 | 0.00 | 0.00 | 10 | 1.07 | 03-31-2024 |
EMPIRICAL FINANCE LLC | COM | 702 | $426,218 | 938 | 0.00 | 0.00 | 70 | 8.06 | 03-31-2024 |
ROCKLAND TRUST CO | COM | 703 | $423,946 | 933 | 0.00 | 0.00 | -17 | -1.79 | 03-31-2024 |
CURATED WEALTH PARTNERS LLC | COM | 704 | $423,492 | 932 | 0.00 | 0.00 | -61 | -6.14 | 03-31-2024 |