Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPINNAKER TRUST | Equities | 2351 | $468,207 | 925 | 0.00 | 0.00 | 74 | 8.70 | 09-30-2023 |
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 2352 | $506,891 | 920 | 0.00 | 920 | +Inf | 12-31-2022 | |
NAVELLIER & ASSOCIATES INC | COM | 2353 | $488,327 | 920 | 0.00 | 920 | +Inf | 12-31-2023 | |
ARMBRUSTER CAPITAL MANAGEMENT INC | COM | 2354 | $527,379 | 915 | 0.00 | 0.00 | -48 | -4.98 | 03-31-2023 |