Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY CLIENT FIDUCIARY ADVISORS LLC | COM | 2701 | $1,147,742 | 8,698 | 0.00 | 0.00 | 2,135 | 32.53 | 03-31-2024 |
OXLER PRIVATE WEALTH LLC | COM | 2702 | $1,146,082 | 8,686 | 0.00 | 0.00 | 1,105 | 14.58 | 03-31-2024 |
ALHAMBRA INVESTMENT MANAGEMENT LLC | COM | 2703 | $1,145,214 | 8,679 | 0.00 | 0.00 | 1,382 | 18.94 | 03-31-2024 |
SOA WEALTH ADVISORS LLC | Stock | 2704 | $1,144,658 | 8,675 | 0.00 | 0.00 | 39 | 0.45 | 03-31-2024 |