Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KARP CAPITAL MANAGEMENT CORP | COM | 4051 | $749,000 | 695 | 0.11 | 0.05 | 191 | 37.90 | 03-31-2022 |
MILESTONE WEALTH LLC | COMMON STOCK | 4052 | $461,000 | 685 | 0.49 | 0.46 | 148 | 27.56 | 06-30-2022 |
SYMPHONY FINANCIAL SERVICES INC | COM | 4053 | $432,274 | 684 | 0.00 | 684 | +Inf | 06-30-2024 | |
GHP INVESTMENT ADVISORS INC | COM | 4054 | $141,696 | 683 | 0.00 | 0.02 | -216 | -24.03 | 03-31-2023 |