Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BISON WEALTH LLC | COM | 1651 | $2,919,008 | 5,008 | 0.00 | 0.00 | 1,050 | 26.53 | 12-31-2023 |
GHP INVESTMENT ADVISORS INC | COM | 1652 | $1,719,848 | 5,008 | 0.00 | 0.03 | 3,784 | 309.15 | 03-31-2023 |
DCM ADVISORS LLC | COM | 1653 | $1,623,000 | 5,007 | 0.70 | 0.72 | -2,095 | -29.50 | 06-30-2022 |
SENTRY LLC | COM | 1654 | $3,893,690 | 5,005 | 0.00 | 0.00 | -2 | -0.04 | 03-31-2024 |