Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 1351 | $177,663 | 104 | 0.00 | 0.01 | -6 | -5.45 | 03-31-2023 |
EMFO LLC | COM | 1352 | $299,398 | 103 | 0.00 | 0.00 | 100 | 3333.33 | 03-31-2024 |
REVOLVE WEALTH PARTNERS LLC | COM | 1353 | $299,397 | 103 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARION WEALTH MANAGEMENT | COM | 1354 | $296,491 | 102 | 0.00 | 102 | +Inf | 03-31-2024 |