Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORTON CAPITAL MANAGEMENT LLC/CA | COM | 2801 | $1,211,960 | 3,159 | 0.00 | 0.00 | -37 | -1.16 | 03-31-2024 |
CHILDRESS CAPITAL ADVISORS LLC | COM | 2802 | $1,209,963 | 3,154 | 0.00 | 0.00 | -357 | -10.17 | 03-31-2024 |
FALCON WEALTH PLANNING | COM | 2803 | $1,207,737 | 3,148 | 0.00 | 0.00 | 450 | 16.68 | 03-31-2024 |
CONSTANT GUIDANCE FINANCIAL LLC | COM | 2804 | $1,124,156 | 3,140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |