Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE RIDGE INVESTMENT MANAGEMENT | COM | 4751 | $799,565 | 4,433 | 0.00 | 0.00 | -112 | -2.46 | 03-31-2024 |
SEVEN POST INVESTMENT OFFICE LP | COM | 4752 | $797,280 | 4,420 | 0.00 | 0.00 | 200 | 4.74 | 03-31-2024 |
RATIO WEALTH GROUP | COM | 4753 | $797,099 | 4,419 | 0.00 | 0.00 | 246 | 5.90 | 03-31-2024 |
SOUTHERN CAPITAL ADVISORS LLC | COM | 4754 | $796,558 | 4,416 | 0.00 | 0.00 | 696 | 18.71 | 03-31-2024 |