Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSAIC FAMILY WEALTH LLC | Stock | 1601 | $240,000 | 693 | 0.06 | 693 | +Inf | 12-31-2021 | |
LANDSBERG BENNETT & DUBBANEH LLC | SHS | 1602 | $205,000 | 688 | 0.03 | 688 | +Inf | 09-30-2021 | |
SARGENT BICKHAM LAGUDIS LLC | SHS | 1603 | $222,781 | 683 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2022 |
MERCER CAPITAL ADVISERS INC | COM | 1604 | $195,000 | 666 | 0.10 | 0.10 | 0 | 0.00 | 09-30-2021 |