Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACKSON GRANT INVESTMENT ADVISERS INC | COM | 4801 | $435,519 | 482 | 0.00 | 0.00 | 140 | 40.94 | 03-31-2024 |
BETA WEALTH GROUP INC | COM | 4802 | $208,629 | 480 | 0.00 | 0.00 | -28 | -5.51 | 09-30-2023 |
MONTGOMERY INVESTMENT MANAGEMENT INC | COM | 4803 | $237,706 | 480 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DAVIS CAPITAL MANAGEMENT | Stock | 4804 | $431,935 | 478 | 0.00 | 478 | +Inf | 03-31-2024 |