Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT HOUSE LLC | COM | 2451 | $720,724 | 2,393 | 0.00 | 0.00 | 100 | 4.36 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | COM | 2452 | $720,424 | 2,392 | 0.00 | 0.00 | 230 | 10.64 | 03-31-2024 |
CIRCLE WEALTH MANAGEMENT LLC | COM | 2453 | $502,799 | 2,380 | 0.00 | 0.00 | -8 | -0.34 | 06-30-2023 |
SALVUS WEALTH MANAGEMENT LLC | COM | 2454 | $715,001 | 2,374 | 0.00 | 0.00 | -17 | -0.71 | 03-31-2024 |