Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE OCEAN LLC | COM | 1201 | $7,503 | 71 | 0.00 | 0.00 | 46 | 184.00 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 1202 | $7,650 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1203 | $7,292 | 69 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 1204 | $6,881 | 68 | 0.00 | 0.00 | 1 | 1.49 | 12-31-2023 |