Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHMARK WEALTH MANAGEMENT LLC | COM | 401 | $24,138 | 318 | 0.00 | 0.00 | 2 | 0.63 | 09-30-2023 |
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | 402 | $24,538 | 284 | 0.00 | 0.00 | 109 | 62.29 | 03-31-2024 |
STRATEGIC ASSET MANAGEMENT LLC | COM | 403 | $13,000 | 208 | 0.02 | 0.02 | 1 | 0.48 | 09-30-2022 |
IAG WEALTH PARTNERS LLC | Common Stock | 404 | $17,280 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |