Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GHP INVESTMENT ADVISORS INC | SHS CLASS A | 901 | $5,681,088 | 19,877 | 0.00 | 0.39 | 191 | 0.97 | 03-31-2023 |
SHEETS SMITH WEALTH MANAGEMENT | SHS CLASS A | 902 | $6,939,947 | 19,777 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GIRARD PARTNERS LTD | Stock | 903 | $6,932,758 | 19,756 | 0.00 | 0.00 | -11 | -0.06 | 12-31-2023 |
FDX ADVISORS INC | Common Stock | 904 | $6,062,000 | 19,739 | 0.50 | 0.87 | -31,861 | -61.75 | 09-30-2023 |