Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIVALDI CAPITAL MANAGEMENT LP | COM | 1201 | $347,192 | 5,941 | 0.00 | 0.00 | 118 | 2.03 | 03-31-2024 |
ANGELES INVESTMENT ADVISORS LLC | COM | 1202 | $252,957 | 5,931 | 0.00 | 0.00 | -959 | -13.92 | 09-30-2023 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 1203 | $340,262 | 5,905 | 0.00 | 0.00 | 1,000 | 20.39 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 1204 | $339,096 | 5,885 | 0.00 | 0.00 | 105 | 1.82 | 03-31-2024 |