Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POEHLING CAPITAL MANAGEMENT INC | COM | 2701 | $12,130,220 | 63,004 | 0.00 | 0.00 | 1,423 | 2.31 | 12-31-2023 |
PACIFICA PARTNERS INC | COM | 2702 | $10,754,531 | 62,999 | 0.00 | 0.01 | 8,600 | 15.81 | 03-31-2024 |
BELL & BROWN WEALTH ADVISORS LLC | COM | 2703 | $12,115,700 | 62,928 | 0.01 | 0.01 | -1,225 | -1.91 | 12-31-2023 |
ARCHFORD CAPITAL STRATEGIES LLC | COM | 2704 | $10,789,637 | 62,921 | 0.00 | 0.00 | 1,703 | 2.78 | 03-31-2024 |