Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAVANT CAPITAL LLC | COM | 951 | $236,551 | 1,042 | 0.00 | 0.00 | 61 | 6.22 | 12-31-2023 |
EVERCORE WEALTH MANAGEMENT LLC | COM | 952 | $283,291 | 1,038 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 953 | $233,331 | 1,035 | 0.00 | 1,035 | +Inf | 06-30-2023 | |
B RILEY WEALTH ADVISORS INC | COM | 954 | $209,123 | 1,035 | 0.00 | 1,035 | +Inf | 03-31-2024 |