Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE OAK WEALTH ADVISORS LLC | SHS | 2151 | $437,785 | 5,562 | 0.00 | 5,562 | +Inf | 06-30-2024 | |
FLPUTNAM INVESTMENT MANAGEMENT CO | SHS | 2152 | $436,707 | 5,548 | 0.00 | 0.00 | -4,429 | -44.39 | 06-30-2024 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 2153 | $436,132 | 5,541 | 0.00 | 0.00 | 8 | 0.14 | 06-30-2024 |
VERITY ASSET MANAGEMENT INC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,344 | 73.39 | 06-30-2024 |