Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOWLING PORTFOLIO MANAGEMENT LLC | COM | 1251 | $248,000 | 928 | 0.07 | 0.07 | -353 | -27.56 | 09-30-2022 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 1252 | $199,458 | 925 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LCM CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -0.43 | 03-31-2024 |