Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE EDGE CAPITAL LLC | COM | 2501 | $836,158 | 2,820 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GHP INVESTMENT ADVISORS INC | COM | 2502 | $788,389 | 2,820 | 0.00 | 0.05 | 133 | 4.95 | 03-31-2023 |
GYL FINANCIAL SYNERGIES LLC | COM | 2503 | $835,102 | 2,816 | 0.00 | 0.00 | -153 | -5.15 | 12-31-2023 |
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 2504 | $839,919 | 2,815 | 0.00 | 0.00 | 217 | 8.35 | 06-30-2023 |