Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GIBSON CAPITAL LLC | Stock | 3051 | $208,735 | 2,284 | 0.00 | 0.00 | 3 | 0.13 | 03-31-2024 |
RUNNING POINT CAPITAL ADVISORS LLC | COM | 3052 | $208,764 | 2,284 | 0.00 | 0.00 | -18 | -0.78 | 03-31-2024 |
MV CAPITAL MANAGEMENT INC | COM | 3053 | $208,644 | 2,283 | 0.00 | 0.00 | -16,192 | -87.64 | 03-31-2024 |
GOLDSTEIN ADVISORS LLC | COM | 3054 | $208,461 | 2,281 | 0.00 | 0.00 | 2 | 0.09 | 03-31-2024 |