Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASCENT GROUP LLC | COM | 751 | $249,954 | 877 | 0.00 | 0.00 | -66 | -7.00 | 09-30-2023 |
NORTHWEST QUADRANT WEALTH MANAGEMENT LLC | COM | 752 | $363,169 | 875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHECCHI CAPITAL ADVISERS LLC | COM | 753 | $361,924 | 872 | 0.00 | 0.00 | -20 | -2.24 | 03-31-2024 |
WAVERLY ADVISORS LLC | COM | 754 | $285,183 | 867 | 0.00 | 867 | +Inf | 12-31-2023 |