Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SARGENT BICKHAM LAGUDIS LLC | COM | 2001 | $619,507 | 7,579 | 0.00 | 0.05 | -819 | -9.75 | 12-31-2022 |
STILLWATER INVESTMENT MANAGEMENT LLC | COM | 2002 | $703,991 | 7,576 | 0.00 | 0.00 | 27 | 0.36 | 03-31-2023 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 2003 | $462,000 | 7,568 | 0.34 | 0.42 | -1,420 | -15.80 | 09-30-2022 |
INTERCONTINENTAL WEALTH ADVISORS LLC | COM | 2004 | $900,439 | 7,561 | 0.00 | 0.00 | -6,062 | -44.50 | 06-30-2023 |