Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPAL WEALTH ADVISORS LLC | COM | 2551 | $95,635 | 492 | 0.00 | 492 | +Inf | 06-30-2024 | |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | 2552 | $92,331 | 475 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
WISER ADVISOR GROUP LLC | Common Stock | 2553 | $90,810 | 468 | 0.00 | 468 | +Inf | 06-30-2024 | |
MCILRATH & ECK LLC | COM | 2554 | $92,101 | 466 | 0.00 | 0.00 | 74 | 18.88 | 03-31-2024 |