Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KNUFF & CO LLC | COM | 1201 | $2,751,924 | 25,347 | 0.00 | 0.00 | 400 | 1.60 | 12-31-2023 |
PINNACLE ASSOCIATES LTD | CL B | 1202 | $2,377,134 | 25,294 | 0.00 | 0.00 | -1,109 | -4.20 | 03-31-2024 |
TRANSFORM WEALTH LLC | CL B | 1203 | $2,752,511 | 25,266 | 0.00 | 0.00 | 352 | 1.41 | 12-31-2023 |
VICKERMAN INVESTMENT ADVISORS INC | CL B | 1204 | $2,413,277 | 25,238 | 0.00 | 0.00 | -324 | -1.27 | 09-30-2023 |