Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHAYNE & JACOBS LLC | COM | 4451 | $303,725 | 1,920 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WARREN STREET WEALTH ADVISORS LLC | COM | 4452 | $303,513 | 1,919 | 0.00 | 0.00 | 79 | 4.29 | 03-31-2024 |
HTG INVESTMENT ADVISORS INC | COM | 4453 | $303,328 | 1,917 | 0.00 | 0.00 | -235 | -10.92 | 03-31-2024 |
KWB WEALTH | COM | 4454 | $303,113 | 1,916 | 0.00 | 0.00 | -77 | -3.86 | 03-31-2024 |