Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRIFFIN ASSET MANAGEMENT INC | CL A | 851 | $857,745 | 11,115 | 0.00 | 0.00 | -790 | -6.64 | 03-31-2024 |
RMR WEALTH BUILDERS | CL A | 852 | $853,423 | 11,059 | 0.00 | 0.00 | 1,332 | 13.69 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | CL A | 853 | $852,112 | 11,042 | 0.00 | 0.00 | -150 | -1.34 | 03-31-2024 |
INTELLECTUS PARTNERS LLC | CL A | 854 | $848,226 | 10,992 | 0.00 | 0.00 | -850 | -7.18 | 03-31-2024 |