Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SKYVIEW INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.12 | 0.11 | 28 | 0.58 | 12-31-2023 |
GALVIN GAUSTAD & STEIN LLC | COM | 1852 | $443,972 | 4,846 | 0.00 | 0.00 | -235 | -4.63 | 03-31-2024 |
WBH ADVISORY INC | COM | 1853 | $443,991 | 4,846 | 0.00 | 0.00 | -100 | -2.02 | 03-31-2024 |
ABSHER WEALTH MANAGEMENT LLC | COM | 1854 | $443,716 | 4,843 | 0.00 | 0.00 | -11 | -0.23 | 03-31-2024 |