Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALDEBARAN FINANCIAL INC | COM | 3451 | $223,725 | 375 | 0.00 | 375 | +Inf | 12-31-2023 | |
ALTUS WEALTH GROUP LLC | COM | 3452 | $223,128 | 374 | 0.00 | 374 | +Inf | 12-31-2023 | |
PACIFICA PARTNERS INC | COM | 3453 | $189,550 | 374 | 0.00 | 0.00 | -9 | -2.35 | 03-31-2024 |
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 374 | +Inf | 03-31-2024 |