Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERIGON WEALTH MANAGEMENT LLC | COM | 751 | $2,973,218 | 40,590 | 0.00 | 0.00 | -78 | -0.19 | 03-31-2024 |
ROWLANDMILLER & PARTNERSADV | COM | 752 | $2,970,012 | 40,546 | 0.00 | 0.00 | -1,027 | -2.47 | 03-31-2024 |
CONNECTUS WEALTH LLC | COM | 753 | $3,262,234 | 40,205 | 0.00 | 0.00 | -640 | -1.57 | 12-31-2023 |
NEUMANN CAPITAL MANAGEMENT LLC | COM | 754 | $3,255,792 | 40,190 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |