Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANCHESTER CAPITAL MANAGEMENT LLC | COM NEW | 551 | $2,233 | 142 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM NEW | 552 | $2,282 | 141 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | COMMON STOCK | 553 | $4,091,126 | 114 | 0.00 | 114 | +Inf | 09-30-2023 | |
BELLEVUE ASSET MANAGEMENT LLC | COM NEW | 554 | $1,761 | 112 | 0.00 | 0.00 | 32 | 40.00 | 03-31-2024 |