Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MODERA WEALTH MANAGEMENT LLC | COM | 851 | $254,245 | 3,453 | 0.00 | 0.00 | -653 | -15.90 | 12-31-2023 |
BRIGHTON JONES LLC | COM | 852 | $253,347 | 3,441 | 0.00 | 0.00 | 250 | 7.83 | 12-31-2023 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $295,478 | 3,435 | 0.00 | 0.00 | 3,435 | +Inf | 03-31-2024 |
VESTMARK ADVISORY SOLUTIONS INC | COM | 854 | $252,646 | 3,431 | 0.00 | 0.00 | 358 | 11.65 | 12-31-2023 |