Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
O'KEEFE STEVENS ADVISORY INC | COM | 2051 | $344,949 | 3,765 | 0.00 | 0.00 | 1,328 | 54.49 | 03-31-2024 |
KCM INVESTMENT ADVISORS LLC | COM | 2052 | $354,117 | 3,764 | 0.00 | 0.00 | -211 | -5.31 | 12-31-2023 |
LEONARD RICKEY INVESTMENT ADVISORS PLLC | COM | 2053 | $344,374 | 3,759 | 0.00 | 0.00 | 563 | 17.62 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 2054 | $376,000 | 3,757 | 0.05 | 0.04 | 7 | 0.19 | 03-31-2022 |