Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 1601 | $225,223 | 234 | 0.00 | 0.00 | -6 | -2.50 | 03-31-2024 |
AUREUS ASSET MANAGEMENT LLC | Stock | 1602 | $224,260 | 233 | 0.00 | 233 | +Inf | 03-31-2024 | |
SIGNATURE WEALTH MANAGEMENT PARTNERS LLC | COM | 1603 | $224,260 | 233 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL STREET PARTNERS LLC | Common stock | 1604 | $225,922 | 232 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |