Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 951 | $263,313 | 6,811 | 0.00 | 0.00 | -4,274 | -38.56 | 12-31-2023 |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 952 | $262,116 | 6,780 | 0.00 | 0.00 | -625 | -8.44 | 12-31-2023 |
CEDAR BROOK FINANCIAL PARTNERS LLC | COM | 953 | $289,233 | 6,767 | 0.00 | 0.00 | 11 | 0.16 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 954 | $307,555 | 6,750 | 0.00 | 0.00 | 138 | 2.09 | 06-30-2023 |