Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERTUS WEALTH MANAGEMENT LLC | COM | 2001 | $753,375 | 1,631 | 0.00 | 0.00 | -12 | -0.73 | 03-31-2024 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | COM | 2002 | $739,164 | 1,625 | 0.00 | 0.00 | 280 | 20.82 | 03-31-2024 |
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | COM | 2003 | $738,709 | 1,624 | 0.00 | 0.00 | -23 | -1.40 | 03-31-2024 |
BURLESON & COMPANY LLC | COM | 2004 | $627,000 | 1,623 | 0.13 | 0.15 | 3 | 0.19 | 09-30-2022 |