Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUVESTMENTS CAPITAL LLC | SHS | 2201 | $346,729 | 4,425 | 0.00 | 0.00 | -38 | -0.85 | 09-30-2023 |
AZIMUTH CAPITAL MANAGEMENT LLC | COM | 2202 | $490,000 | 4,415 | 0.02 | 0.02 | 172 | 4.05 | 03-31-2022 |
GARRETT WEALTH ADVISORY GROUP LLC | SHS | 2203 | $362,375 | 4,399 | 0.00 | 4,399 | +Inf | 12-31-2023 | |
PHOENIX HOLDINGS LTD | SHS | 2204 | $391,572 | 4,390 | 0.00 | 4,390 | +Inf | 12-31-2023 |