Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAVANT CAPITAL LLC | COM | 751 | $268,656 | 2,407 | 0.00 | 2,407 | +Inf | 12-31-2023 | |
SUMMIT FINANCIAL LLC | Common Stock | 752 | $282,268 | 2,373 | 0.00 | 0.00 | -31 | -1.29 | 03-31-2024 |
ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES LLC | COM | 753 | $280,127 | 2,355 | 0.00 | 0.00 | 320 | 15.72 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 754 | $261,421 | 2,342 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |