Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROSENBAUM JAY D | Com | 3151 | $1,064,084 | 6,832 | 0.00 | 6,832 | +Inf | 09-30-2023 | |
AFS FINANCIAL GROUP LLC | COM | 3152 | $1,070,460 | 6,830 | 0.00 | 0.00 | -9,397 | -57.91 | 12-31-2023 |
ARGENT CAPITAL MANAGEMENT LLC | COM | 3153 | $1,130,047 | 6,827 | 0.00 | 0.00 | 201 | 3.03 | 06-30-2023 |
LIVE OAK PRIVATE WEALTH LLC | COM | 3154 | $1,079,634 | 6,825 | 0.00 | 0.00 | -919 | -11.87 | 03-31-2024 |