Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOKF NA | COM | 1351 | $2,432 | 7 | 0.00 | 0.00 | -3 | -30.00 | 03-31-2024 |
FAIRMAN GROUP LLC | COM | 1352 | $2,177 | 6 | 0.00 | 6 | +Inf | 12-31-2023 | |
DINUZZO PRIVATE WEALTH INC | COM | 1353 | $2,083 | 6 | 0.00 | 6 | +Inf | 03-31-2024 | |
SJS INVESTMENT CONSULTING INC | COM | 1354 | $2,083 | 6 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |