Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APRIO WEALTH MANAGEMENT LLC | COM | 3251 | $319,904 | 7,624 | 0.00 | 0.00 | 790 | 11.56 | 03-31-2024 |
BEDEL FINANCIAL CONSULTING INC | COM | 3252 | $286,944 | 7,611 | 0.00 | 0.00 | -474 | -5.86 | 12-31-2023 |
TRAIL RIDGE INVESTMENT ADVISORS LLC | COM | 3253 | $286,784 | 7,607 | 0.00 | 0.00 | -14 | -0.18 | 12-31-2023 |
REGENT PEAK WEALTH ADVISORS LLC | COM | 3254 | $286,558 | 7,601 | 0.00 | 0.00 | 1,074 | 16.45 | 12-31-2023 |