Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 2801 | $411,882 | 3,742 | 0.00 | 0.00 | 129 | 3.57 | 12-31-2023 |
VANCE WEALTH INC | COM | 2802 | $411,665 | 3,740 | 0.00 | 0.00 | -569 | -13.20 | 12-31-2023 |
RAM INVESTMENT PARTNERS LLC | COM | 2803 | $411,111 | 3,735 | 0.00 | 0.00 | -26 | -0.69 | 12-31-2023 |
REYNOLDS INVESTMENT MANAGEMENT INC | COM | 2804 | $405,000 | 3,726 | 0.14 | 0.13 | -136 | -3.52 | 06-30-2022 |