Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 2051 | $205,000 | 2,731 | 0.03 | 0.03 | 603 | 28.34 | 09-30-2021 |
HCR WEALTH ADVISORS | Common Stock | 2052 | $217,608 | 2,730 | 0.00 | 2,730 | +Inf | 12-31-2023 | |
STRATEGIC FINANCIAL SERVICES INC | COM | 2053 | $216,014 | 2,710 | 0.00 | 2,710 | +Inf | 12-31-2023 | |
FRUTH INVESTMENT MANAGEMENT | COM | 2054 | $215,000 | 2,700 | 0.06 | 2,700 | +Inf | 12-31-2023 |