Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHANSON FINANCIAL ADVISORS INC | COM | 951 | $799,000 | 2,218 | 0.28 | 0.27 | -3 | -0.14 | 09-30-2021 |
GUYASUTA INVESTMENT ADVISORS INC | COM | 952 | $1,026,163 | 2,192 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PANAGORA ASSET MANAGEMENT INC | COM | 953 | $1,048,265 | 2,190 | 0.00 | 0.00 | 6 | 0.27 | 03-31-2024 |
POLARIS WEALTH ADVISORY GROUP LLC | COM | 954 | $962,255 | 2,186 | 0.00 | 0.00 | 270 | 14.09 | 09-30-2023 |