Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 951 | $9,794 | 664 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
ASPIRE PRIVATE CAPITAL LLC | COM | 952 | $9,978 | 650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEACON CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,375 | -68.54 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 954 | $11,000 | 609 | 0.00 | 0.00 | -40 | -6.16 | 12-31-2021 |