Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARDMAN JOHNSTON GLOBAL ADVISORS LLC | COM STK | 751 | $6,166,673 | 112,510 | 0.00 | 0.00 | -102,400 | -47.65 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | COM STK | 752 | $6,165,106 | 112,481 | 0.00 | 0.00 | 17,383 | 18.28 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 753 | $6,200,452 | 112,286 | 0.00 | 0.00 | -305 | -0.27 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM STK | 754 | $15,898,744 | 112,251 | 0.00 | 0.00 | 1,663 | 1.50 | 03-31-2024 |