Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MV CAPITAL MANAGEMENT INC | COM | 3951 | $160,384 | 5,780 | 0.00 | 0.00 | -21,181 | -78.56 | 03-31-2024 |
HHM WEALTH ADVISORS LLC | COM | 3952 | $160,204 | 5,773 | 0.00 | 0.00 | -935 | -13.94 | 03-31-2024 |
FINANCIAL FREEDOM LLC | COM | 3953 | $166,182 | 5,772 | 0.00 | 0.00 | -755 | -11.57 | 12-31-2023 |
PRIVATE OCEAN LLC | COM | 3954 | $159,785 | 5,758 | 0.00 | 0.00 | -976 | -14.49 | 03-31-2024 |