Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWARD CAPITAL MANAGEMENT INC | COM | 2501 | $5,529,801 | 6,120 | 0.00 | 0.00 | -178 | -2.83 | 03-31-2024 |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | 2502 | $5,526,175 | 6,116 | 0.00 | 2.50 | -2,039 | -25.00 | 03-31-2024 |
MONOGRAPH WEALTH ADVISORS LLC | Common Stock | 2503 | $742,000 | 6,115 | 0.24 | 6,115 | +Inf | 09-30-2022 | |
ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES LLC | COM | 2504 | $5,521,549 | 6,111 | 0.00 | 0.00 | -2,096 | -25.54 | 03-31-2024 |