Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARDIFF PARK ADVISORS LLC | COM | 1951 | $2,958,509 | 25,452 | 0.00 | 0.00 | 95 | 0.37 | 03-31-2024 |
PRESILIUM PRIVATE WEALTH LLC | COM | 1952 | $2,950,029 | 25,379 | 0.00 | 0.00 | 757 | 3.07 | 03-31-2024 |
MATTERN WEALTH MANAGEMENT LLC | COM | 1953 | $2,534,431 | 25,349 | 0.00 | 0.00 | 502 | 2.02 | 12-31-2023 |
BOLLARD GROUP LLC | COM | 1954 | $2,779,000 | 25,338 | 0.10 | 0.09 | 0 | 0.00 | 03-31-2023 |