Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERSANT CAPITAL MANAGEMENT INC | Stock | 701 | $6,509 | 38 | 0.00 | 0.00 | 2 | 5.56 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM | 702 | $6,338 | 37 | 0.00 | 0.00 | 21 | 131.25 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 703 | $5,652 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | Stock | 704 | $5,564 | 32 | 0.00 | 32 | +Inf | 12-31-2023 |