Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAITHWARD ADVISORS LLC | COM | 2351 | $426,721 | 4,669 | 0.00 | 4,669 | +Inf | 03-31-2024 | |
HOTALING INVESTMENT MANAGEMENT LLC | COM | 2352 | $463,000 | 4,667 | 0.21 | 0.19 | -60 | -1.27 | 12-31-2022 |
CWS FINANCIAL ADVISORS LLC | COM | 2353 | $424,293 | 4,643 | 0.00 | 0.00 | -3,546 | -43.30 | 03-31-2024 |
RBA WEALTH MANAGEMENT LLC | COM | 2354 | $424,232 | 4,642 | 0.00 | 0.00 | -462 | -9.05 | 03-31-2024 |