Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WFA ASSET MANAGEMENT CORP | COM | 552 | $10,482 | 200 | 0.00 | 200 | +Inf | 03-31-2023 | |
GHP INVESTMENT ADVISORS INC | COM | 553 | $9,696 | 185 | 0.00 | 0.00 | 108 | 140.26 | 03-31-2023 |
COLUMN CAPITAL ADVISORS LLC | Stock | 554 | $9,658 | 162 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |