Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BROWN MILLER WEALTH MANAGEMENT LLC | COM | 2451 | $15,908,000 | 37,813 | 7.01 | 7.01 | 503 | 1.35 | 03-31-2024 |
MOSER WEALTH ADVISORS LLC | COM | 2452 | $12,856,506 | 37,753 | 0.01 | 7.05 | -1,211 | -3.11 | 06-30-2023 |
HEROLD ADVISORS INC | COM | 2453 | $15,877,258 | 37,733 | 0.00 | 0.00 | -678 | -1.77 | 03-31-2024 |
HORAN CAPITAL ADVISORS LLC | COM | 2454 | $15,854,609 | 37,684 | 0.01 | 0.01 | -4,007 | -9.61 | 03-31-2024 |