Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MANAGED ACCOUNT SERVICES INC | COM | 1951 | $422,000 | 1,564 | 0.10 | 0.10 | 0 | 0.00 | 06-30-2021 |
INVERA WEALTH ADVISORS LLC | COM | 1952 | $267,102 | 1,562 | 0.00 | 1,562 | +Inf | 03-31-2024 | |
RIVERWATER PARTNERS LLC | COM | 1953 | $303,622 | 1,562 | 0.00 | 0.00 | 122 | 8.47 | 06-30-2024 |
HORIZON KINETICS ASSET MANAGEMENT LLC | COM | 1954 | $303,233 | 1,560 | 0.00 | 0.00 | 20 | 1.30 | 06-30-2024 |