Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | 851 | $335,691 | 1,162 | 0.00 | 0.00 | 10 | 0.87 | 12-31-2023 |
ADVISORNET FINANCIAL INC | Stock | 852 | $342,430 | 1,156 | 0.00 | 0.00 | 1,075 | 1327.16 | 03-31-2024 |
REHMANN CAPITAL ADVISORY GROUP | COM | 853 | $341,332 | 1,152 | 0.00 | 0.00 | 118 | 11.41 | 03-31-2024 |
FAITHWARD ADVISORS LLC | COM | 854 | $340,999 | 1,151 | 0.00 | 1,151 | +Inf | 03-31-2024 |