Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 5701 | $1,637,000 | 491 | 0.24 | 0.25 | 22 | 4.69 | 12-31-2021 |
BBJS FINANCIAL ADVISORS LLC | COM | 5702 | $62,573 | 480 | 0.00 | 0.00 | -205 | -29.93 | 06-30-2023 |
RUEDI WEALTH MANAGEMENT INC | COM | 5703 | $72,931 | 480 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NOVAK FINANCIAL PLANNING LLC | COM | 5704 | $1,603,000 | 466 | 0.78 | 0.79 | 0 | 0.00 | 06-30-2021 |