Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,798 | 37.15 | 03-31-2024 |
HUTCHINSON CAPITAL MANAGEMENT/CA | COM | 252 | $307,093 | 6,607 | 0.00 | 0.00 | -1 | -0.02 | 03-31-2024 |
WEALTH ARCHITECTS LLC | COM | 253 | $342,394 | 6,601 | 0.00 | 0.00 | 18 | 0.27 | 12-31-2023 |
6 MERIDIAN | COM | 254 | $470,000 | 6,538 | 0.03 | 6,538 | +Inf | 12-31-2021 |