Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUECHIP WEALTH ADVISORS LLC | COM | 5301 | $1,672,946 | 3,976 | 0.00 | 0.00 | -501 | -11.19 | 03-31-2024 |
WESCOTT FINANCIAL ADVISORY GROUP LLC | COM | 5302 | $1,672,578 | 3,976 | 0.00 | 0.00 | -598 | -13.07 | 03-31-2024 |
HOFER & ASSOCIATES INC | COM | 5303 | $1,670,773 | 3,971 | 0.00 | 0.00 | 100 | 2.58 | 03-31-2024 |
ARROWMARK COLORADO HOLDINGS LLC | COM | 5304 | $1,351,944 | 3,970 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2023 |