Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEPH & CO | COM | 3451 | $57,906 | 461 | 0.00 | 0.00 | 191 | 70.74 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 3452 | $47,338 | 449 | 0.00 | 449 | +Inf | 12-31-2023 | |
DSM CAPITAL PARTNERS LLC | Common Stock | 3453 | $46,178 | 438 | 0.00 | 438 | +Inf | 12-31-2023 | |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 3454 | $54,389 | 433 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |