Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITSUBISHI UFJ ASSET MANAGEMENT CO LTD | COM | 501 | $8,642 | 260 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | REAL ESTATE INVESTME | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 503 | $8,049 | 242 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
DAGCO INC | COM | Liquidated | $0 | 0 | 0.00 | 240 | +Inf | 03-31-2024 |