Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC | COM | 701 | $10,028 | 364 | 0.00 | 0.00 | 46 | 14.47 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | Stock | 702 | $9,670 | 351 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 703 | $3,527 | 351 | 0.00 | 0.00 | 8 | 2.33 | 03-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM | 704 | $9,506 | 345 | 0.00 | 345 | +Inf | 03-31-2024 |