Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNIFICANT WEALTH PARTNERS LLC | COM | 801 | $348,272 | 6,229 | 0.00 | 6,229 | +Inf | 12-31-2023 | |
ALLWORTH FINANCIAL LP | COM | 802 | $417,666 | 6,197 | 0.00 | 0.00 | 66 | 1.08 | 06-30-2023 |
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 803 | $367,328 | 6,173 | 0.00 | 0.00 | -170 | -2.68 | 09-30-2023 |
TOWER BRIDGE ADVISORS | COMMON | 804 | $365,987 | 6,150 | 0.00 | 6,150 | +Inf | 09-30-2023 |