Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 1801 | $956,000 | 4,142 | 0.15 | 0.13 | 482 | 13.17 | 09-30-2021 |
PETTINGA FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,141 | +Inf | 12-31-2023 | |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 1803 | $2,413,540 | 4,140 | 0.00 | 0.00 | -39 | -0.93 | 12-31-2023 |
MECHANICS BANK TRUST DEPARTMENT | COM | 1804 | $3,219,975 | 4,139 | 0.00 | 0.00 | -568 | -12.07 | 03-31-2024 |