Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOULD ASSET MANAGEMENT LLC /CA/ | COM | 2351 | $394,252 | 7,270 | 0.00 | 0.00 | -1,250 | -14.67 | 03-31-2024 |
RKL WEALTH MANAGEMENT LLC | COM | 2352 | $394,220 | 7,269 | 0.00 | 0.00 | -28,636 | -79.75 | 03-31-2024 |
FIRST FOUNDATION ADVISORS | COM | 2353 | $421,764 | 7,267 | 0.00 | 0.00 | -691 | -8.68 | 09-30-2023 |
FIRST LIGHT ASSET MANAGEMENT LLC | Common Stocks | 2354 | $559,000 | 7,256 | 0.07 | 0.05 | 0 | 0.00 | 06-30-2022 |