Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | CL A | 651 | $2,017,231 | 12,149 | 0.00 | 0.14 | -1,024 | -7.77 | 03-31-2023 |
WEALTHSPIRE ADVISORS LLC | CL A | 652 | $2,911,561 | 12,043 | 0.00 | 0.00 | 4 | 0.03 | 06-30-2024 |
TWIN CAPITAL MANAGEMENT INC | COM | 653 | $3,029,234 | 12,006 | 0.00 | 0.00 | -959 | -7.40 | 03-31-2024 |
WESTOVER CAPITAL ADVISORS LLC | CL A | 654 | $2,898,581 | 11,989 | 0.00 | 0.00 | -501 | -4.01 | 06-30-2024 |