Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 501 | $15,852 | 861 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
BLUE TRUST INC | COM | 502 | $16,871 | 852 | 0.00 | 0.00 | 398 | 87.67 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 503 | $15,576 | 825 | 0.00 | 0.00 | 53 | 6.87 | 12-31-2023 |
AMERICAN PORTFOLIOS ADVISORS | COM | 504 | $15,417 | 814 | 0.00 | 814 | +Inf | 09-30-2022 |