Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINION INVESTMENT ADVISORS LLC | COM | 3601 | $2,521,533 | 13,979 | 0.00 | 0.00 | 32 | 0.23 | 03-31-2024 |
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 3602 | $1,816,567 | 13,935 | 0.00 | 0.00 | 1,056 | 8.20 | 06-30-2023 |
LATTICE CAPITAL MANAGEMENT LLC | COM | 3603 | $2,507,282 | 13,900 | 0.00 | 0.00 | -38,000 | -73.22 | 03-31-2024 |
INDEX FUND ADVISORS INC | COM | 3604 | $2,111,966 | 13,900 | 0.00 | 0.00 | 320 | 2.36 | 12-31-2023 |