Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -105 | -4.72 | 12-31-2023 |
GENEOS WEALTH MANAGEMENT INC | COM | 2152 | $397,035 | 2,119 | 0.00 | 0.00 | -569 | -21.17 | 12-31-2023 |
HC ADVISORS LLC | COM | 2153 | $395,964 | 2,113 | 0.00 | 0.00 | 1 | 0.05 | 12-31-2023 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | 2154 | $395,929 | 2,113 | 0.00 | 0.00 | -617 | -22.60 | 12-31-2023 |