Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WULFF HANSEN & CO | CL B NEW | 2751 | $2,446,165 | 5,817 | 0.00 | 0.00 | 885 | 17.94 | 03-31-2024 |
LEGACY FINANCIAL ADVISORS INC | Stock | 2752 | $2,442,885 | 5,809 | 0.00 | 0.00 | 204 | 3.64 | 03-31-2024 |
STRATEGIC INVESTMENT ADVISORS / MI | CL B NEW | 2753 | $2,070,626 | 5,806 | 0.00 | 0.00 | 2,850 | 96.41 | 12-31-2023 |
BOURGEON CAPITAL MANAGEMENT LLC | CL B NEW | 2754 | $2,441,540 | 5,806 | 0.00 | 0.00 | 12 | 0.21 | 03-31-2024 |