Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AFFINITY WEALTH MANAGEMENT LLC | COM | 451 | $7,548,277 | 37,460 | 0.00 | 0.00 | -56 | -0.15 | 03-31-2024 |
WS MANAGEMENT LLLP | COM | 452 | $7,531,667 | 37,378 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KOVITZ INVESTMENT GROUP PARTNERS LLC | COM | 453 | $7,531,265 | 37,376 | 0.00 | 0.00 | -997 | -2.60 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | COM | 454 | $7,456,369 | 37,004 | 0.00 | 0.00 | 3,335 | 9.91 | 03-31-2024 |