Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEAVER CONSULTING GROUP | COM | 2851 | $251,211 | 4,632 | 0.00 | 0.00 | 200 | 4.51 | 03-31-2024 |
SANDY COVE ADVISORS LLC | COM | 2852 | $250,271 | 4,615 | 0.00 | 0.00 | 567 | 14.01 | 03-31-2024 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | COM | 2853 | $249,340 | 4,598 | 0.00 | 0.00 | -730 | -13.70 | 03-31-2024 |
RINET CO LLC | COM | 2854 | $272,000 | 4,597 | 0.05 | 0.06 | 186 | 4.22 | 09-30-2021 |