Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | COM | 701 | $11,614 | 664 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
HARVEST FUND MANAGEMENT CO LTD | COM | 702 | $13,000 | 643 | 0.00 | 0.00 | 466 | 263.28 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 703 | $10,031 | 625 | 0.00 | 625 | +Inf | 06-30-2023 | |
VENTURI WEALTH MANAGEMENT LLC | COM | 704 | $12,275 | 614 | 0.00 | 0.00 | 326 | 113.19 | 03-31-2024 |