Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM HEWINS LLC | COM | 901 | $709,813 | 1,806 | 0.00 | 0.00 | -16 | -0.88 | 03-31-2024 |
RITHOLTZ WEALTH MANAGEMENT | COM | 902 | $701,606 | 1,785 | 0.00 | 0.00 | 36 | 2.06 | 03-31-2024 |
ASHFIELD CAPITAL PARTNERS LLC | COM | 903 | $430,000 | 1,769 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2022 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 904 | $691,733 | 1,760 | 0.00 | 0.00 | -34 | -1.90 | 03-31-2024 |