Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH MANAGEMENT PARTNERS LLC | COM | 1801 | $1,193,962 | 3,258 | 0.00 | 0.00 | -320 | -8.94 | 03-31-2024 |
BIRINYI ASSOCIATES INC | Common Stock | 1802 | $1,190,898 | 3,250 | 0.00 | 0.34 | 0 | 0.00 | 03-31-2024 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 1803 | $885,263 | 3,243 | 0.00 | 0.00 | 690 | 27.03 | 09-30-2023 |
CORDA INVESTMENT MANAGEMENT LLC | COM | 1804 | $1,188,219 | 3,243 | 0.00 | 3,243 | +Inf | 03-31-2024 |