Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TILIA FIDUCIARY PARTNERS INC | Stock | 4051 | $5,111,732 | 12,150 | 0.00 | 0.00 | 622 | 5.40 | 03-31-2024 |
JPL WEALTH MANAGEMENT LLC | COM | 4052 | $5,106,027 | 12,136 | 0.00 | 12,136 | +Inf | 03-31-2024 | |
WEALTHQUEST CORP | COM | 4053 | $5,102,945 | 12,129 | 0.00 | 0.00 | -3,202 | -20.89 | 03-31-2024 |
VICKERMAN INVESTMENT ADVISORS INC | COM | 4054 | $5,100,736 | 12,124 | 0.00 | 0.00 | -2,129 | -14.94 | 03-31-2024 |