Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROFICIO CAPITAL PARTNERS LLC | COM | 2151 | $1,093,468 | 2,167 | 0.00 | 0.00 | -8 | -0.37 | 03-31-2024 |
BRUDERMAN ASSET MANAGEMENT LLC | COM | 2152 | $793,000 | 2,167 | 1.42 | 1.50 | -11 | -0.51 | 06-30-2022 |
FINANCIAL PARTNERS GROUP INC | COM | 2153 | $1,288,593 | 2,160 | 0.00 | 0.00 | -7 | -0.32 | 12-31-2023 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 2154 | $1,287,000 | 2,157 | 0.13 | 0.13 | 16 | 0.75 | 12-31-2023 |