Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 3951 | $298,414 | 1,639 | 0.00 | 0.00 | 76 | 4.86 | 03-31-2024 |
BRYANT WOODS INVESTMENT ADVISORS LLC | COM | 3952 | $252,632 | 1,630 | 0.00 | 0.00 | 108 | 7.10 | 12-31-2023 |
BERNARDO WEALTH PLANNING LLC | COM | 3953 | $296,552 | 1,629 | 0.00 | 0.00 | 39 | 2.45 | 03-31-2024 |
KFG WEALTH MANAGEMENT LLC | COM | 3954 | $296,399 | 1,628 | 0.00 | 0.00 | 10 | 0.62 | 03-31-2024 |