Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEATHERLY ASSET MANAGEMENT L P | COMMON | 1951 | $314,432 | 3,256 | 0.00 | 0.00 | -98 | -2.92 | 09-30-2023 |
SRS CAPITAL ADVISORS INC | COM | 1952 | $369,101 | 3,254 | 0.00 | 0.00 | -36 | -1.09 | 03-31-2024 |
EVERMAY WEALTH MANAGEMENT LLC | COM | 1953 | $293,949 | 3,252 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SILICON HILLS WEALTH MANAGEMENT LLC | COM | 1954 | $293,768 | 3,250 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |