Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERMAY WEALTH MANAGEMENT LLC | COM | 2601 | $21,045 | 300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | COMMON STOCK | 2602 | $13,300,445 | 285 | 0.00 | 285 | +Inf | 09-30-2023 | |
SACHETTA LLC | COM | 2603 | $19,845 | 283 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CBIZ INVESTMENT ADVISORY SERVICES LLC | COM | 2604 | $20,306 | 283 | 0.00 | 283 | +Inf | 03-31-2024 |