Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTRUA FINANCIAL LLC | COM | 2751 | $205,973 | 606 | 0.00 | 0.00 | -44 | -6.77 | 03-31-2023 |
JACOBSEN CAPITAL MANAGEMENT | COM | 2752 | $368,042 | 606 | 0.00 | 0.00 | 34 | 5.94 | 03-31-2024 |
OBERMEYER WOOD INVESTMENT COUNSEL LLLP | COM | 2753 | $295,049 | 606 | 0.00 | 0.00 | -238 | -28.20 | 12-31-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 2754 | $266,496 | 605 | 0.00 | 605 | +Inf | 06-30-2023 |