Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 851 | $411,170 | 3,990 | 0.00 | 0.00 | 123 | 3.18 | 03-31-2024 |
PERSONAL CFO SOLUTIONS LLC | COM | 852 | $318,007 | 3,956 | 0.00 | 0.00 | -136 | -3.32 | 12-31-2023 |
MTM INVESTMENT MANAGEMENT LLC | COM | 853 | $407,563 | 3,955 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTOVER CAPITAL ADVISORS LLC | COM | 854 | $407,048 | 3,950 | 0.00 | 3,950 | +Inf | 03-31-2024 |