Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 2201 | $234,414 | 5,374 | 0.00 | 0.00 | -68 | -1.25 | 03-31-2024 |
CUBIC ASSET MANAGEMENT LLC | COM | 2202 | $234,152 | 5,368 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST FAMILY INVESTMENTS INC | COM | 2203 | $233,890 | 5,362 | 0.00 | 5,362 | +Inf | 03-31-2024 | |
626 FINANCIAL LLC | COM | 2204 | $233,583 | 5,355 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |