Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EA SERIES TRUST | COM | 951 | $205,526 | 2,898 | 0.00 | 2,898 | +Inf | 06-30-2023 | |
FINANCIAL ADVISORS NETWORK INC | COM | 952 | $241,627 | 2,882 | 0.00 | 2,882 | +Inf | 12-31-2022 | |
SOUTHSTATE CORP | Com | 953 | $170,703 | 2,856 | 0.00 | 0.00 | -578 | -16.83 | 03-31-2024 |
BOSTON PRIVATE WEALTH LLC | COM | 954 | $253,000 | 2,787 | 0.00 | 0.01 | -2,067 | -42.58 | 12-31-2021 |