Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDELIS CAPITAL PARTNERS LLC | COM | 1551 | $1,978,614 | 17,976 | 0.00 | 0.00 | 3,699 | 25.91 | 12-31-2023 |
BKM WEALTH MANAGEMENT LLC | COM | 1552 | $2,040,311 | 17,951 | 0.00 | 0.00 | -1,229 | -6.41 | 03-31-2024 |
AIMZ INVESTMENT ADVISORS LLC | COM | 1553 | $1,964,000 | 17,890 | 0.93 | 0.95 | -348 | -1.91 | 12-31-2022 |
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 1554 | $1,968,254 | 17,882 | 0.00 | 0.00 | 2,769 | 18.32 | 12-31-2023 |