Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC BLUEPRINT LLC | Stock | 1451 | $443,521 | 2,598 | 0.00 | 0.00 | 305 | 13.30 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 1452 | $403,703 | 2,589 | 0.00 | 0.00 | 275 | 11.88 | 03-31-2024 |
HYA ADVISORS INC | Stock | 1453 | $275,000 | 2,586 | 0.11 | 0.26 | -4,699 | -64.50 | 06-30-2022 |
EMERALD ADVISORS LLC | COM | 1454 | $440,535 | 2,581 | 0.00 | 0.00 | 76 | 3.03 | 03-31-2024 |