Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 1601 | $92,665 | 964 | 0.00 | 0.01 | 11 | 1.15 | 03-31-2023 |
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 1602 | $122,000 | 962 | 0.01 | 962 | +Inf | 03-31-2021 | |
NUWAVE INVESTMENT MANAGEMENT LLC | COM | 1603 | $87,000 | 942 | 0.10 | 942 | +Inf | 09-30-2022 | |
BDO WEALTH ADVISORS LLC | COM | 1604 | $101,277 | 926 | 0.00 | 0.00 | -15,286 | -94.29 | 06-30-2023 |