Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEVERLY HILLS PRIVATE WEALTH LLC | COM | 1601 | $255,484 | 2,081 | 0.00 | 2,081 | +Inf | 09-30-2023 | |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 1602 | $336,208 | 2,080 | 0.00 | 0.00 | 173 | 9.07 | 03-31-2024 |
MILL CAPITAL MANAGEMENT LLC | COM | 1603 | $335,482 | 2,076 | 0.00 | 0.00 | -1,224 | -37.09 | 03-31-2024 |
WHALEROCK POINT PARTNERS LLC | COM | 1604 | $263,478 | 2,073 | 0.00 | 0.00 | 1,763 | 568.71 | 03-31-2023 |