Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARDIFF PARK ADVISORS LLC | COM | 1951 | $240,239 | 1,857 | 0.00 | 0.00 | 12 | 0.65 | 03-31-2024 |
HEARTWOOD WEALTH ADVISORS LLC | Stock | 1952 | $239,556 | 1,852 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LATHROP INVESTMENT MANAGEMENT CORP | Com | 1953 | $239,000 | 1,851 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |
SC&H FINANCIAL ADVISORS INC | COM | 1954 | $239,427 | 1,851 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |