Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUTCHINSON CAPITAL MANAGEMENT/CA | COM | 3551 | $220,500 | 1,940 | 0.00 | 1,940 | +Inf | 03-31-2024 | |
CYNOSURE GROUP LLC | COM | 3552 | $220,274 | 1,938 | 0.00 | 0.00 | -6,264 | -76.37 | 03-31-2024 |
WESTHILL FINANCIAL ADVISORS INC | COM | 3553 | $213,164 | 1,937 | 0.00 | 0.00 | -425 | -17.99 | 12-31-2023 |
RIVERPOINT WEALTH MANAGEMENT HOLDINGS LLC | COM | 3554 | $210,929 | 1,935 | 0.00 | 1,935 | +Inf | 06-30-2023 |