Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DLK INVESTMENT MANAGEMENT LLC | COM | 1201 | $4,743,745 | 9,401 | 0.00 | 0.00 | 4 | 0.04 | 03-31-2024 |
MCDONALD PARTNERS LLC | COM | 1202 | $4,715,992 | 9,346 | 0.00 | 0.00 | -153 | -1.61 | 03-31-2024 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 1203 | $4,735,000 | 9,335 | 0.00 | 0.59 | -1,092 | -10.47 | 12-31-2023 |
RED DOOR WEALTH MANAGEMENT LLC | COM | 1204 | $4,688,774 | 9,292 | 0.00 | 0.00 | 672 | 7.80 | 03-31-2024 |