Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOYD WEALTH MANAGEMENT LLC | COM | 1801 | $453,680 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CURBSTONE FINANCIAL MANAGEMENT CORP | COM | 1802 | $451,638 | 3,982 | 0.00 | 0.00 | -250 | -5.91 | 03-31-2024 |
OPTIMUM INVESTMENT ADVISORS | COM | 1803 | $450,845 | 3,975 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JGP WEALTH MANAGEMENT LLC | COM | 1804 | $448,463 | 3,954 | 0.00 | 0.00 | -1 | -0.03 | 03-31-2024 |