Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WARREN STREET WEALTH ADVISORS LLC | COM | 2001 | $854,515 | 4,861 | 0.00 | 0.00 | 270 | 5.88 | 03-31-2024 |
TLW WEALTH MANAGEMENT LLC | COM | 2002 | $853,636 | 4,856 | 0.00 | 0.00 | 1,420 | 41.33 | 03-31-2024 |
HILLTOP PARTNERS LLC | COM | 2003 | $1,205,815 | 4,853 | 0.00 | 0.00 | 892 | 22.52 | 12-31-2023 |
INGALLS & SNYDER LLC | COM | 2004 | $852,000 | 4,849 | 0.04 | 0.06 | -258 | -5.05 | 03-31-2024 |