Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPH & CO | COM | 1401 | $21,083 | 364 | 0.00 | 0.00 | 50 | 15.92 | 03-31-2024 |
PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 1402 | $20,967 | 362 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1403 | $20,388 | 352 | 0.00 | 352 | +Inf | 03-31-2024 | |
OSTERWEIS CAPITAL MANAGEMENT INC | COM | 1404 | $19,403 | 335 | 0.00 | 0.00 | 260 | 346.67 | 03-31-2024 |