Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVANCED ASSET MANAGEMENT ADVISORS INC | CAP STK CL C | 4451 | $344,108 | 2,260 | 0.00 | 0.00 | -160 | -6.61 | 03-31-2024 |
RANCH CAPITAL ADVISORS INC | CAP STK CL C | 4452 | $414,351 | 2,259 | 0.00 | 0.00 | 912 | 67.71 | 06-30-2024 |
BIECHELE ROYCE ADVISORS | CAP STK CL C | 4453 | $414,000 | 2,259 | 0.14 | 0.11 | -1 | -0.04 | 06-30-2024 |
ATLAS PRIVATE WEALTH MANAGEMENT LLC | Stock | 4454 | $343,499 | 2,256 | 0.00 | 0.00 | -91 | -3.88 | 03-31-2024 |