Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 1101 | $9,010 | 493 | 0.00 | 493 | +Inf | 03-31-2023 | |
MCILRATH & ECK LLC | COM | 1102 | $9,723 | 467 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DHJJ FINANCIAL ADVISORS LTD | COM | 1103 | $8,932 | 429 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | CEF | Liquidated | $0 | 0 | 0.00 | 407 | +Inf | 03-31-2024 |