Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KB FINANCIAL PARTNERS LLC | COM | 2801 | $12,000 | 19 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | 2802 | $11,332 | 18 | 0.00 | 0.16 | -651 | -97.31 | 09-30-2023 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 2803 | $16,000 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
DISTILLATE CAPITAL PARTNERS LLC | COM | 2804 | $14,612 | 18 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |