Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARON WEALTH MANAGEMENT LLC | COM | 2001 | $455,076 | 4,487 | 0.00 | 0.00 | 330 | 7.94 | 03-31-2024 |
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 2002 | $451,826 | 4,455 | 0.00 | 0.00 | -325 | -6.80 | 03-31-2024 |
COVENANT ASSET MANAGEMENT LLC | COM | 2003 | $450,305 | 4,440 | 0.00 | 4,440 | +Inf | 03-31-2024 | |
LAKE STREET PRIVATE WEALTH LLC | COM | 2004 | $449,392 | 4,431 | 0.00 | 0.00 | -198 | -4.28 | 03-31-2024 |