Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MIRSKY FINANCIAL MANAGEMENT CORP | COM | 3301 | $201,000 | 3,001 | 0.09 | 0.10 | -400 | -11.76 | 06-30-2021 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $162,394 | 2,995 | 0.00 | 0.00 | 2,995 | +Inf | 03-31-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 3303 | $162,365 | 2,994 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | COM | 3304 | $206,805 | 2,984 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |