Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAMILY MANAGEMENT CORP | COM | 3401 | $729,937 | 6,208 | 0.00 | 0.00 | 2,016 | 48.09 | 09-30-2023 |
JOHNSON BIXBY & ASSOCIATES LLC | COM | 3402 | $721,467 | 6,207 | 0.00 | 0.00 | 4,000 | 181.24 | 03-31-2024 |
CONNECTIVE PORTFOLIO MANAGEMENT LLC | COM | 3403 | $620,376 | 6,205 | 0.00 | 0.00 | -4,000 | -39.20 | 12-31-2023 |
PROVIDENT WEALTH MANAGEMENT LLC | COM | 3404 | $721,269 | 6,205 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |