Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE WEALTH GROUP LLC | COM | 2601 | $292,089 | 5,039 | 0.00 | 5,039 | +Inf | 03-31-2024 | |
ANGELES INVESTMENT ADVISORS LLC | COM | 2602 | $205,158 | 5,021 | 0.00 | 0.00 | -962 | -16.08 | 09-30-2023 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 2603 | $290,669 | 5,015 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MOTIV8 INVESTMENTS LLC | COM | 2604 | $246,346 | 5,005 | 0.00 | 5,005 | +Inf | 12-31-2023 |