Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | COM | 851 | $604,355 | 2,607 | 0.00 | 2,607 | +Inf | 06-30-2024 | |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | COM | 852 | $603,000 | 2,600 | 0.10 | 2,600 | +Inf | 06-30-2024 | |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 853 | $598,527 | 2,582 | 0.00 | 0.00 | 241 | 10.29 | 06-30-2024 |
B RILEY WEALTH ADVISORS INC | COM | 854 | $598,327 | 2,581 | 0.00 | 0.00 | -894 | -25.73 | 06-30-2024 |