Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | 551 | $9,648,662 | 9,931 | 0.00 | 0.00 | -193 | -1.91 | 03-31-2024 |
RIVER WEALTH ADVISORS LLC | COM | 552 | $9,511,162 | 9,789 | 0.00 | 0.00 | 461 | 4.94 | 03-31-2024 |
SUMMIT STREET CAPITAL MANAGEMENT LLC | COM | 553 | $9,508,756 | 9,787 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MODERA WEALTH MANAGEMENT LLC | COM | 554 | $9,500,911 | 9,779 | 0.00 | 0.00 | -1,219 | -11.08 | 03-31-2024 |