Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALLAN FAMILY OFFICE LLC | COM | 2401 | $393,420 | 962 | 0.00 | 0.00 | 193 | 25.10 | 09-30-2023 |
HCR WEALTH ADVISORS | Common Stock | 2402 | $437,130 | 961 | 0.00 | 0.00 | 447 | 86.96 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 2403 | $436,012 | 959 | 0.00 | 959 | +Inf | 03-31-2024 | |
SOUTHLAND EQUITY PARTNERS LLC | COM | 2404 | $436,179 | 959 | 0.00 | 0.00 | 239 | 33.19 | 03-31-2024 |