Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OSTERWEIS CAPITAL MANAGEMENT INC | COM | 3451 | $60,733 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 3452 | $60,126 | 99 | 0.00 | 99 | +Inf | 03-31-2024 | |
SACHETTA LLC | COM | 3453 | $46,255 | 95 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEAR MOUNTAIN CAPITAL INC | Stock | 3454 | $45,237 | 94 | 0.00 | 94 | +Inf | 12-31-2023 |