Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR PARTNERS LLC | COM | 651 | $367,000 | 9,250 | 0.03 | 0.04 | -678 | -6.83 | 06-30-2022 |
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | 652 | $1,109,825 | 9,201 | 0.00 | 0.00 | -115 | -1.23 | 03-31-2024 |
STRATEGIC INVESTMENT ADVISORS / MI | COM | 653 | $948,179 | 9,186 | 0.00 | 9,186 | +Inf | 12-31-2023 | |
PRIVATE ADVISORY GROUP LLC | COM | 654 | $1,100,175 | 9,121 | 0.00 | 0.00 | 622 | 7.32 | 03-31-2024 |