Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANVAS WEALTH ADVISORS LLC | COM | 851 | $3,091,952 | 11,149 | 0.00 | 0.00 | 2,383 | 27.18 | 03-31-2024 |
JAFFETILCHIN INVESTMENT PARTNERS LLC | COM | 852 | $3,282,899 | 11,133 | 0.00 | 0.00 | -107 | -0.95 | 12-31-2023 |
IPG INVESTMENT ADVISORS LLC | COM | 853 | $3,274,937 | 11,106 | 0.00 | 0.00 | 327 | 3.03 | 12-31-2023 |
LONG RUN WEALTH ADVISORS LLC | COM | 854 | $3,266,386 | 11,077 | 0.00 | 0.00 | 671 | 6.45 | 12-31-2023 |