Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRIFECTA CAPITAL ADVISORS LLC | COM | 3201 | $105,566 | 547 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 3202 | $103,829 | 538 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LOGAN CAPITAL MANAGEMENT INC | COM | 3203 | $138,159 | 530 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ANTONETTI CAPITAL MANAGEMENT LLC | COM | 3204 | $101,208 | 528 | 0.00 | 0.00 | -2 | -0.38 | 09-30-2023 |