Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACIFIC SAGE PARTNERS LLC | COM | 2951 | $389,740 | 3,429 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIBERTY WEALTH MANAGEMENT LLC | COM | 2952 | $373,729 | 3,428 | 0.00 | 0.00 | -65 | -1.86 | 06-30-2023 |
HILLTOP HOLDINGS INC | COM | 2953 | $332,002 | 3,428 | 0.00 | 0.11 | -4,339 | -55.86 | 09-30-2023 |
BIRCH CAPITAL MANAGEMENT LLC | Stock | 2954 | $389,058 | 3,423 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |