Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT COUNSEL INC | COM | 5901 | $1,269,000 | 410 | 0.89 | 410 | +Inf | 03-31-2021 | |
HOCHMAN COLE INVESTMENT ADVISORS INC | COM | 5902 | $1,334,000 | 406 | 0.52 | 0.38 | 126 | 45.00 | 09-30-2021 |
SADOFF INVESTMENT MANAGEMENT LLC | COM | 5903 | $1,301,000 | 399 | 0.08 | 0.08 | 39 | 10.83 | 03-31-2022 |
AUTHENTIKOS WEALTH ADVISORY LLC | COM | Liquidated | $0 | 0 | 0.00 | 387 | +Inf | 12-31-2023 |