Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
9258 WEALTH MANAGEMENT LLC | Stock | 751 | $1,647,063 | 2,882 | 0.00 | 0.00 | -26 | -0.89 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | 752 | $1,247,015 | 2,864 | 0.00 | 0.00 | -46 | -1.58 | 06-30-2023 |
PRIVATE ADVISORY GROUP LLC | COM | 753 | $1,455,173 | 2,826 | 0.00 | 0.00 | 351 | 14.18 | 12-31-2023 |
SYMMETRY PARTNERS LLC | COM | 754 | $1,610,000 | 2,817 | 0.13 | 0.08 | -590 | -17.32 | 03-31-2024 |