Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BALENTINE LLC | COM NEW | 851 | $761,102 | 4,719 | 0.00 | 0.00 | -106 | -2.20 | 03-31-2024 |
REALTA INVESTMENT ADVISORS | COM NEW | 852 | $760,195 | 4,714 | 0.00 | 0.00 | -646 | -12.05 | 03-31-2024 |
TRUE NORTH ADVISORS LLC | COM NEW | 853 | $756,953 | 4,693 | 0.00 | 0.00 | 416 | 9.73 | 03-31-2024 |
SIGNATURE WEALTH MANAGEMENT GROUP | COM NEW | 854 | $759,895 | 4,692 | 0.00 | 0.00 | 127 | 2.78 | 03-31-2024 |