Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 751 | $765,400 | 5,858 | 0.00 | 0.00 | 1,388 | 31.05 | 12-31-2023 |
GRAYPOINT LLC | Stock | 752 | $810,480 | 5,846 | 0.00 | 0.00 | 25 | 0.43 | 03-31-2024 |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 753 | $715,000 | 5,842 | 0.16 | 0.15 | 0 | 0.00 | 09-30-2021 |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 754 | $760,891 | 5,824 | 0.00 | 5,824 | +Inf | 12-31-2023 |