Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW INSIGHT WEALTH ADVISORS | COM | 2751 | $875,116 | 5,647 | 0.00 | 5,647 | +Inf | 12-31-2023 | |
GHP INVESTMENT ADVISORS INC | COM | 2752 | $899,287 | 5,643 | 0.00 | 0.06 | -198 | -3.39 | 03-31-2023 |
SPOTLIGHT ASSET GROUP INC | Stock | 2753 | $840,847 | 5,641 | 0.00 | 5,641 | +Inf | 12-31-2023 | |
SPOTLIGHT ASSET GROUP INC | COM | Liquidated | $0 | 0 | 0.83 | 0.30 | 49 | 0.88 | 12-31-2023 |