Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 351 | $224,000 | 30,224 | 0.00 | 0.00 | 5,069 | 20.15 | 03-31-2024 |
SEI INVESTMENTS CO | COM | 352 | $166,132 | 29,933 | 0.00 | 0.00 | -1,891 | -5.94 | 12-31-2023 |
DOYLE WEALTH MANAGEMENT | COM | 353 | $194,000 | 29,288 | 0.02 | 0.02 | 3,946 | 15.57 | 09-30-2022 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 354 | $161,311 | 29,065 | 0.00 | 29,065 | +Inf | 12-31-2023 |