Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IRONWOOD INVESTMENT COUNSEL LLC | COM | 801 | $428,728 | 5,544 | 0.00 | 0.00 | 415 | 8.09 | 03-31-2024 |
VERITY WEALTH ADVISORS | Stock | 802 | $371,025 | 5,541 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ONE WEALTH ADVISORS LLC | COM | 803 | $428,821 | 5,497 | 0.00 | 0.00 | -396 | -6.72 | 03-31-2024 |
GREENWICH WEALTH MANAGEMENT LLC | COM | 804 | $423,000 | 5,475 | 0.03 | 0.04 | 84 | 1.56 | 03-31-2024 |