Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURE ASSET MANAGEMENT LLC | COM | 2501 | $244,335 | 585 | 0.00 | 0.00 | -46 | -7.29 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 2502 | $191,478 | 585 | 0.00 | 0.01 | -13 | -2.17 | 03-31-2023 |
LIFESTYLE ASSET MANAGEMENT INC | COM | 2503 | $243,931 | 584 | 0.00 | 0.00 | -92 | -13.61 | 03-31-2024 |
FRANCIS FINANCIAL INC | COM | 2504 | $225,290 | 584 | 0.00 | 584 | +Inf | 12-31-2023 |