Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EP WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,602,385 | 32759.13 | 12-31-2023 |
BLACKROCK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -56,407 | -5.06 | 12-31-2023 |
HIGHTOWER ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 658,333 | 364.74 | 12-31-2023 |