Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REVISOR WEALTH MANAGEMENT LLC | COM | 5301 | $1,341,649 | 6,969 | 0.00 | 0.00 | -3,359 | -32.52 | 12-31-2023 |
GREEN ALPHA ADVISORS LLC | COM | 5302 | $1,191,183 | 6,946 | 0.00 | 0.00 | -9,047 | -56.57 | 03-31-2024 |
MARSHALL FINANCIAL GROUP INC /ADV | COM | 5303 | $949,000 | 6,944 | 0.43 | 0.50 | -299 | -4.13 | 06-30-2022 |
SYVERSON STREGE & CO | COM | 5304 | $1,190,602 | 6,943 | 0.00 | 0.00 | 1,963 | 39.42 | 03-31-2024 |