Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESCAP MANAGEMENT GROUP INC | COM | 1751 | $507,329 | 1,692 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
GARDE CAPITAL INC | Equities | 1752 | $489,000 | 1,690 | 0.03 | 0.03 | 110 | 6.96 | 03-31-2024 |
BRIGHTON JONES LLC | COM | 1753 | $505,098 | 1,685 | 0.00 | 0.00 | -106 | -5.92 | 06-30-2024 |
PROFIT INVESTMENT MANAGEMENT LLC | COM | 1754 | $504,931 | 1,684 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |