Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERCHANGE CAPITAL PARTNERS LLC | COM | 3751 | $316,179 | 2,104 | 0.00 | 0.00 | -475 | -18.42 | 12-31-2023 |
ARCHVEST WEALTH ADVISORS INC | COM | 3752 | $313,731 | 2,103 | 0.00 | 0.00 | -232 | -9.94 | 12-31-2023 |
MMA ASSET MANAGEMENT LLC | COM | 3753 | $317,495 | 2,102 | 0.00 | 0.00 | 26 | 1.25 | 12-31-2023 |
ALLEGIANT PRIVATE ADVISORS LLC | COM | 3754 | $219,000 | 2,094 | 0.04 | 2,094 | +Inf | 06-30-2021 |