Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR PERSPECTIVE ADVISORS LLC | COM | 3051 | $323,000 | 1,764 | 0.10 | 0.07 | 135 | 8.29 | 12-31-2021 |
BOS ASSET MANAGEMENT LLC | COM | 3052 | $298,137 | 1,761 | 0.00 | 0.00 | -800 | -31.24 | 03-31-2024 |
ELK RIVER WEALTH MANAGEMENT LLC | COM | 3053 | $254,693 | 1,761 | 0.00 | 1,761 | +Inf | 12-31-2023 | |
SFMG LLC | COM | 3054 | $297,582 | 1,758 | 0.00 | 1,758 | +Inf | 03-31-2024 |