Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HHM WEALTH ADVISORS LLC | COM | 801 | $179,718 | 11,670 | 0.00 | 0.00 | -350 | -2.91 | 03-31-2024 |
DIVERSIFIED TRUST CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 162 | 1.41 | 12-31-2023 |
KENNEDY CAPITAL MANAGEMENT LLC | COM | 803 | $178,779 | 11,609 | 0.00 | 0.00 | 35 | 0.30 | 03-31-2024 |
RESOLUTE WEALTH STRATEGIES LLC | Stock | Liquidated | $178,656 | 11,601 | 0.00 | 0.00 | 11,601 | +Inf | 03-31-2024 |