Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORION CAPITAL MANAGEMENT LLC | COM | 2601 | $11,878,000 | 68,027 | 7.15 | 5.97 | -2,017 | -2.88 | 03-31-2022 |
FINER WEALTH MANAGEMENT INC | COM | 2602 | $11,660,478 | 67,999 | 0.01 | 0.01 | 1,349 | 2.02 | 03-31-2024 |
CONSILIUM WEALTH ADVISORY LLC | COM | 2603 | $11,654,005 | 67,961 | 0.01 | 0.01 | 863 | 1.29 | 03-31-2024 |
REDHAWK WEALTH ADVISORS INC | COM | 2604 | $13,076,705 | 67,920 | 0.00 | 0.00 | 15,354 | 29.21 | 12-31-2023 |