Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEEL PEAK WEALTH MANAGEMENT LLC | COM | 601 | $2,364,834 | 32,677 | 0.00 | 0.14 | 1,142 | 3.62 | 12-31-2022 |
CETERA ADVISORS LLC | COM | 602 | $2,160,069 | 32,664 | 0.00 | 0.00 | -3,501 | -9.68 | 12-31-2023 |
WRIGHT INVESTORS SERVICE INC | COM | 603 | $2,412,429 | 32,552 | 0.00 | 0.00 | 12,369 | 61.28 | 03-31-2024 |
FORTE CAPITAL LLC /ADV | COM | 604 | $2,046,673 | 32,533 | 0.00 | 0.00 | -104 | -0.32 | 09-30-2023 |