Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE WEALTH MANAGEMENT LLC | COM | 1251 | $259,167 | 480 | 0.00 | 0.00 | -38 | -7.34 | 03-31-2024 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | COM | 1252 | $258,087 | 478 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARGENT TRUST CO | COMMON STOCK | 1253 | $255,928 | 474 | 0.00 | 0.00 | 19 | 4.18 | 03-31-2024 |
MOSS ADAMS WEALTH ADVISORS LLC | COM | 1254 | $255,388 | 473 | 0.00 | 473 | +Inf | 03-31-2024 |