Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KARANI ASSET MANAGEMENT LLC | COM | 4351 | $2,759,339 | 8,739 | 0.00 | 1.05 | 4,294 | 96.60 | 09-30-2023 |
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | Stock | 4352 | $3,666,996 | 8,716 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LANDMARK FINANCIAL ADVISORS LLC | COM | 4353 | $3,274,014 | 8,707 | 0.00 | 0.00 | -24 | -0.27 | 12-31-2023 |
LOVELESS WEALTH MANAGEMENT LLC | COM | 4354 | $2,235,000 | 8,703 | 1.46 | 1.53 | -606 | -6.51 | 06-30-2022 |