Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 1451 | $188,308 | 3,565 | 0.00 | 0.00 | 19 | 0.54 | 06-30-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 1452 | $188,039 | 3,560 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
PARSEC FINANCIAL MANAGEMENT INC | COM | 1453 | $223,014 | 3,522 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
SHELTON CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |