Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | COM | 3851 | $5,563,626 | 13,224 | 0.00 | 0.00 | -67 | -0.50 | 03-31-2024 |
HAMILTON CAPITAL LLC | COM | 3852 | $4,172,431 | 13,214 | 0.00 | 0.00 | 700 | 5.59 | 09-30-2023 |
APPLIED CAPITAL LLC/FL | COM | 3853 | $5,558,553 | 13,212 | 0.00 | 0.00 | -273 | -2.02 | 03-31-2024 |
MASSO TORRENCE WEALTH MANAGEMENT INC | COM | 3854 | $4,962,231 | 13,196 | 0.00 | 0.00 | -184 | -1.38 | 12-31-2023 |