Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROVIDENT INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 1,275 | +Inf | 03-31-2024 | |
TRUST INVESTMENT ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 1,257 | +Inf | 12-31-2023 | |
GITTERMAN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,255 | +Inf | 12-31-2023 | |
PENINSULA WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,252 | +Inf | 12-31-2023 |