Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALLAN CAPITAL LLC | COM | 3451 | $2,410,528 | 15,865 | 0.00 | 0.00 | -2,977 | -15.80 | 12-31-2023 |
BEL AIR INVESTMENT ADVISORS LLC | COM | 3452 | $54,571,000 | 15,863 | 1.66 | 1.47 | 805 | 5.35 | 06-30-2021 |
MGO PRIVATE WEALTH LLC | COM | 3453 | $2,859,226 | 15,851 | 0.00 | 0.00 | -3 | -0.02 | 03-31-2024 |
VERABANK NA | Common Stock | 3454 | $2,857,219 | 15,840 | 0.00 | 0.00 | 960 | 6.45 | 03-31-2024 |