Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLAGSHIP HARBOR ADVISORS LLC | COM | 901 | $845,368 | 559 | 0.00 | 0.00 | 49 | 9.61 | 03-31-2024 |
EMPOWER ADVISORY GROUP LLC | COM | 902 | $875,348 | 557 | 0.00 | 0.00 | 37 | 7.12 | 12-31-2023 |
WAYCROSS INVESTMENT MANAGEMENT CO | COM | 903 | $840,650 | 556 | 0.00 | 556 | +Inf | 03-31-2024 | |
PRIVATE ADVISOR GROUP LLC | COM | 904 | $837,632 | 554 | 0.00 | 0.00 | 24 | 4.53 | 03-31-2024 |