Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROUNDVIEW CAPITAL LLC | COM | 1001 | $621,307 | 2,396 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SYON CAPITAL LLC | Stock | 1002 | $617,751 | 2,382 | 0.00 | 0.00 | 37 | 1.58 | 06-30-2024 |
FORTE CAPITAL LLC /ADV | COM | 1003 | $535,906 | 2,351 | 0.00 | 0.00 | 4 | 0.17 | 09-30-2023 |
CLIFFORD GROUP LLC | COM | 1004 | $608,998 | 2,349 | 0.00 | 0.00 | -49 | -2.04 | 06-30-2024 |