Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KCM INVESTMENT ADVISORS LLC | COM | 1251 | $282,794 | 645 | 0.00 | 645 | +Inf | 03-31-2024 | |
PROFICIO CAPITAL PARTNERS LLC | COM | 1252 | $282,029 | 643 | 0.00 | 0.00 | 6 | 0.94 | 03-31-2024 |
WBH ADVISORY INC | COM | 1253 | $281,917 | 643 | 0.00 | 0.00 | 3 | 0.47 | 03-31-2024 |
EDGE CAPITAL GROUP LLC | Stock | 1254 | $281,428 | 642 | 0.00 | 0.00 | -4 | -0.62 | 03-31-2024 |