Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORTLAND ASSOCIATES INC/MO | com | 2701 | $1,160,000 | 7,801 | 0.00 | 0.00 | 631 | 8.80 | 03-31-2023 |
PRESILIUM PRIVATE WEALTH LLC | COM | 2702 | $1,264,492 | 7,793 | 0.00 | 0.00 | 6 | 0.08 | 03-31-2024 |
TRUEBLOOD WEALTH MANAGEMENT LLC | COM | 2703 | $1,263,441 | 7,787 | 0.00 | 0.00 | 76 | 0.99 | 03-31-2024 |
HOWARD CAPITAL MANAGEMENT GROUP LLC | COM | 2704 | $1,157,403 | 7,784 | 0.00 | 0.08 | 3,266 | 72.29 | 03-31-2023 |