Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KCS WEALTH ADVISORY | COM | 1451 | $555,312 | 4,402 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
OPAL WEALTH ADVISORS LLC | COM | 1452 | $702,250 | 4,394 | 0.00 | 0.00 | 25 | 0.57 | 03-31-2024 |
HERR INVESTMENT GROUP LLC | COM | 1453 | $581,308 | 4,376 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
US ASSET MANAGEMENT LLC | COM | 1454 | $699,000 | 4,371 | 0.63 | 0.58 | -42 | -0.95 | 03-31-2024 |