Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOBBS GROUP ADVISORS LLC | COM NEW | 801 | $2,401 | 17 | 0.00 | 17 | +Inf | 12-31-2023 | |
AVION WEALTH | COM NEW | 802 | $3,000 | 16 | 0.00 | 0.00 | 4 | 33.33 | 03-31-2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON | 803 | $1,813 | 13 | 0.00 | 0.00 | 5 | 62.50 | 03-31-2023 |
SEMMAX FINANCIAL ADVISORS INC | COM NEW | 804 | $1,713 | 13 | 0.00 | 13 | +Inf | 03-31-2024 |