Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EWA LLC | COM | 2601 | $311,892 | 2,053 | 0.00 | 0.00 | 227 | 12.43 | 03-31-2024 |
HALBERT HARGROVE GLOBAL ADVISORS LLC | COM | 2602 | $211,090 | 2,053 | 0.00 | 0.00 | -2 | -0.10 | 09-30-2023 |
WEST MICHIGAN ADVISORS LLC | Com | 2603 | $368,561 | 2,042 | 0.00 | 2,042 | +Inf | 03-31-2024 | |
KLINGMAN & ASSOCIATES LLC | COM | 2604 | $368,561 | 2,042 | 0.00 | 0.00 | 32 | 1.59 | 03-31-2024 |