Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 1801 | $1,283 | 22 | 0.00 | 0.00 | 15 | 214.29 | 03-31-2023 |
SACHETTA LLC | COM | 1802 | $1,165 | 21 | 0.00 | 21 | +Inf | 06-30-2024 | |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 1803 | $1,073 | 21 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
VITALSTONE FINANCIAL LLC | Stock | 1804 | $1,070 | 20 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |