Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIDGECREST WEALTH PARTNERS LLC | COM | 2651 | $319,294 | 4,996 | 0.00 | 0.00 | -440 | -8.09 | 03-31-2024 |
MAGNOLIA CAPITAL MANAGEMENT LTD | COM | 2652 | $319,000 | 4,994 | 0.27 | 0.28 | 0 | 0.00 | 03-31-2024 |
IRONWOOD INVESTMENT COUNSEL LLC | COM | 2653 | $319,003 | 4,991 | 0.00 | 4,991 | +Inf | 03-31-2024 | |
CLAY NORTHAM WEALTH MANAGEMENT LLC | COM | 2654 | $318,463 | 4,983 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |