Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 2001 | $1,499,000 | 34,890 | 0.24 | 0.24 | -4,310 | -10.99 | 09-30-2021 |
LITTLE HOUSE CAPITAL LLC | COM | 2002 | $967,093 | 34,850 | 0.00 | 0.00 | 2,976 | 9.34 | 03-31-2024 |
VOYA FINANCIAL ADVISORS INC | COM | 2003 | $1,002,525 | 34,822 | 0.00 | 0.00 | 13,456 | 62.98 | 12-31-2023 |
GELLER ADVISORS LLC | COM | 2004 | $1,154,615 | 34,809 | 0.00 | 0.00 | 3,515 | 11.23 | 09-30-2023 |