Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TKG ADVISORS LLC | COM | 1951 | $2,113,855 | 14,172 | 0.00 | 0.00 | 510 | 3.73 | 12-31-2023 |
KILEY JUERGENS WEALTH MANAGEMENT LLC | COM | 1952 | $2,113,145 | 14,167 | 0.00 | 0.00 | -682 | -4.59 | 12-31-2023 |
NEW POTOMAC PARTNERS LLC | COM | 1953 | $2,107,469 | 14,129 | 0.00 | 0.00 | 483 | 3.54 | 12-31-2023 |
REDWOOD INVESTMENT MANAGEMENT LLC | COM | 1954 | $2,122,000 | 14,124 | 0.19 | 0.29 | -2,370 | -14.37 | 12-31-2023 |