Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE MANAGEMENT INC | COM | 1901 | $209,048 | 1,350 | 0.00 | 1,350 | +Inf | 12-31-2023 | |
MRAZ AMERINE & ASSOCIATES INC | COM | 1902 | $218,160 | 1,350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARON WEALTH MANAGEMENT LLC | COM | 1903 | $217,866 | 1,348 | 0.00 | 1,348 | +Inf | 03-31-2024 | |
MOISAND FITZGERALD TAMAYO LLC | COM | 1904 | $214,282 | 1,326 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |