Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | COM | 3151 | $350,240 | 8,347 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SONATA CAPITAL GROUP INC | COM | 3152 | $314,000 | 8,339 | 0.16 | 0.16 | -216 | -2.52 | 12-31-2023 |
BEAM WEALTH ADVISORS INC | COM | 3153 | $349,550 | 8,331 | 0.00 | 0.00 | 130 | 1.59 | 03-31-2024 |
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | COM | 3154 | $309,352 | 8,318 | 0.00 | 0.00 | 1,319 | 18.85 | 06-30-2023 |