Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GEMMER ASSET MANAGEMENT LLC | COM | 3151 | $419,504 | 8,304 | 0.00 | 0.00 | -334 | -3.87 | 12-31-2023 |
AEVITAS WEALTH MANAGEMENT INC | COM | 3152 | $395,108 | 8,294 | 0.00 | 0.25 | 18 | 0.22 | 12-31-2022 |
SILICON VALLEY CAPITAL PARTNERS | Stock | 3153 | $428,304 | 8,278 | 0.00 | 8,278 | +Inf | 06-30-2023 | |
MCALISTER SWEET & ASSOCIATES INC | COM | Liquidated | $0 | 0 | 0.00 | 8,257 | +Inf | 03-31-2024 |