Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 1851 | $6,332 | 100 | 0.00 | 0.00 | 79 | 376.19 | 03-31-2023 |
HALL LAURIE J TRUSTEE | COM | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 12-31-2023 | |
NEWSQUARE CAPITAL LLC | REIT | Liquidated | $0 | 0 | 0.00 | 99 | +Inf | 12-31-2023 | |
SJS INVESTMENT CONSULTING INC | COM | 1854 | $5,194 | 96 | 0.00 | 96 | +Inf | 03-31-2024 |