Sym | Weight | Trade Impact | Company | Class | Shares Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
---|
Name | Title | City, State | Date |
---|---|---|---|
Chris Marks | Compliance Consultant | Broomfield, Colorado | 8/1/2024 |
Name | Holdings Value | Location | File Number |
---|---|---|---|
Adams Wealth Management | $434M | Logan, UT | 028-19910 |