Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARD BERNSTEIN ADVISORS LLC | COM | 901 | $10,941,671 | 94,130 | 0.00 | 0.00 | -41,365 | -30.53 | 03-31-2024 |
FINANCIAL PARTNERS GROUP LLC | COM | 902 | $9,385,612 | 93,875 | 0.00 | 0.01 | 1,399 | 1.51 | 12-31-2023 |
HOYLECOHEN LLC | COM | 903 | $10,869,828 | 93,512 | 0.00 | 0.00 | -1,397 | -1.47 | 03-31-2024 |
BUCKLEY WEALTH MANAGEMENT LLC | COM | 904 | $9,341,331 | 93,432 | 0.00 | 0.00 | 8,497 | 10.00 | 12-31-2023 |