Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK HAPOALIM BM | CL B NEW | 2701 | $2,612,000 | 6,211 | 0.34 | 0.32 | -350 | -5.33 | 03-31-2024 |
HYA ADVISORS INC | Stock | 2702 | $1,693,000 | 6,202 | 0.66 | 0.79 | -300 | -4.61 | 06-30-2022 |
LINSCOMB WEALTH INC | CL B NEW | 2703 | $2,605,817 | 6,197 | 0.00 | 0.00 | 326 | 5.55 | 03-31-2024 |
INVERA WEALTH ADVISORS LLC | COM | 2704 | $2,474,119 | 6,187 | 0.00 | 6,187 | +Inf | 03-31-2024 |