Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 2601 | $255,543 | 619 | 0.00 | 0.02 | 3 | 0.49 | 03-31-2023 |
IRON HORSE WEALTH MANAGEMENT LLC | COM | 2602 | $253,991 | 618 | 0.00 | 0.00 | -15 | -2.37 | 03-31-2024 |
CONSILIUM WEALTH ADVISORY LLC | COM | 2603 | $252,194 | 614 | 0.00 | 0.00 | -1,474 | -70.59 | 03-31-2024 |
WOLF GROUP CAPITAL ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 613 | +Inf | 12-31-2023 |