Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COMMON STOCK | 2451 | $7,683 | 140 | 0.00 | 140 | +Inf | 03-31-2023 | |
CORE WEALTH ADVISORS INC | COM | 2452 | $8,053 | 139 | 0.00 | 0.00 | -2,097 | -93.78 | 03-31-2024 |
LIVELSBERGER FINANCIAL ADVISORY | COM | 2453 | $7,458 | 136 | 0.00 | 136 | +Inf | 12-31-2023 | |
RUEDI WEALTH MANAGEMENT INC | COM | 2454 | $7,705 | 133 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |