Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRANK RIMERMAN ADVISORS LLC | COM | 4601 | $261,078 | 1,650 | 0.00 | 0.00 | 1 | 0.06 | 03-31-2024 |
ARCHVEST WEALTH ADVISORS INC | COM | 4602 | $260,333 | 1,650 | 0.00 | 1,650 | +Inf | 03-31-2024 | |
ARISTON SERVICES GROUP | COM | 4603 | $261,014 | 1,650 | 0.00 | 1,650 | +Inf | 03-31-2024 | |
ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD | COM | 4604 | $259,000 | 1,650 | 0.01 | 0.02 | 84 | 5.36 | 12-31-2023 |