Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEMMAX FINANCIAL ADVISORS INC | COM | 3251 | $23,187 | 154 | 0.00 | 154 | +Inf | 03-31-2024 | |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 3252 | $27,074 | 150 | 0.00 | 150 | +Inf | 03-31-2024 | |
WEST OAK CAPITAL LLC | COM | 3253 | $17,087 | 150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
RED TORTOISE LLC | Stock | 3254 | $26,893 | 149 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |