Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1451 | $216,465 | 1,413 | 0.00 | 0.00 | 1,002 | 243.80 | 03-31-2024 |
WILLIAMS JONES WEALTH MANAGEMENT LLC | CS | 1452 | $216,344 | 1,413 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARON WEALTH MANAGEMENT LLC | COM | 1453 | $216,207 | 1,412 | 0.00 | 1,412 | +Inf | 03-31-2024 | |
MENDEL MONEY MANAGEMENT | COM | 1454 | $201,194 | 1,411 | 0.00 | 1,411 | +Inf | 12-31-2023 |