Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORE WEALTH ADVISORS INC | COM | 3451 | $51,727 | 566 | 0.00 | 0.00 | 336 | 146.09 | 03-31-2024 |
BEAR MOUNTAIN CAPITAL INC | Stock | 3452 | $52,250 | 564 | 0.00 | 564 | +Inf | 12-31-2023 | |
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | 3453 | $50,265 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |