Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRANDVIEW ASSET MANAGEMENT LLC | COM | 1701 | $1,605,000 | 38,258 | 0.73 | 0.77 | -744 | -1.91 | 03-31-2024 |
CALLAHAN ADVISORS LLC | COM | 1702 | $1,475,532 | 37,941 | 0.00 | 0.22 | -2,970 | -7.26 | 03-31-2023 |
STRATEGIC BLUEPRINT LLC | Stock | 1703 | $1,589,192 | 37,874 | 0.00 | 0.00 | 589 | 1.58 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1704 | $1,601,888 | 37,805 | 0.00 | 0.00 | 10,192 | 36.91 | 03-31-2024 |