Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROFESSIONAL PLANNING | CL B NEW | 2651 | $1,774,000 | 6,500 | 0.85 | 0.82 | 49 | 0.76 | 09-30-2021 |
LYELL WEALTH MANAGEMENT LP | Stock | 2652 | $2,730,857 | 6,494 | 0.00 | 0.00 | -21 | -0.32 | 03-31-2024 |
ALTMAN ADVISORS INC | CL B NEW | 2653 | $2,274,148 | 6,492 | 0.00 | 0.00 | -1,063 | -14.07 | 09-30-2023 |
MAGNOLIA CAPITAL ADVISORS LLC | Common | Liquidated | $0 | 0 | 0.00 | 6,483 | +Inf | 03-31-2024 |