Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHICO WEALTH RIA | COM | 2901 | $355,071 | 969 | 0.00 | 0.00 | 146 | 17.74 | 03-31-2024 |
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 2902 | $354,928 | 969 | 0.00 | 0.00 | -95 | -8.93 | 03-31-2024 |
THRIVE CAPITAL MANAGEMENT LLC | COM | 2903 | $286,142 | 968 | 0.00 | 968 | +Inf | 12-31-2023 | |
KATHMERE CAPITAL MANAGEMENT LLC | COM | 2904 | $352,175 | 961 | 0.00 | 961 | +Inf | 03-31-2024 |