Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICA GROUP WEALTH MANAGEMENT LLC | COM | 2551 | $445,107 | 16,273 | 0.00 | 16,273 | +Inf | 09-30-2023 | |
LAIDLAW WEALTH MANAGEMENT LLC | COM | 2552 | $547,821 | 16,270 | 0.00 | 0.00 | -185 | -1.12 | 12-31-2023 |
TBH GLOBAL ASSET MANAGEMENT LLC | COM | 2553 | $547,608 | 16,264 | 0.00 | 0.00 | 2,376 | 17.11 | 12-31-2023 |
PRIVATE MANAGEMENT GROUP INC | COM | 2554 | $444,519 | 16,235 | 0.00 | 0.00 | 722 | 4.65 | 09-30-2023 |