Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPS ADVISORS INC | CL A | 801 | $3,152,660 | 45,038 | 0.00 | 0.00 | 5,526 | 13.99 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 802 | $3,134,461 | 44,778 | 0.00 | 0.00 | 315 | 0.71 | 03-31-2024 |
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | CL A | 803 | $3,128,580 | 44,694 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | CL A | 804 | $3,118,159 | 44,660 | 0.00 | 0.00 | 8,930 | 24.99 | 03-31-2024 |