Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALHAMBRA INVESTMENT MANAGEMENT LLC | COM | 3501 | $469,174 | 2,576 | 0.00 | 0.00 | -113 | -4.20 | 03-31-2024 |
TILIA FIDUCIARY PARTNERS INC | Stock | 3502 | $468,472 | 2,573 | 0.00 | 0.00 | 36 | 1.42 | 03-31-2024 |
WINTHROP CAPITAL MANAGEMENT LLC | COM | 3503 | $468,000 | 2,568 | 0.22 | 0.00 | 56 | 2.23 | 03-31-2024 |
TEMPUS WEALTH PLANNING LLC | COM | 3504 | $467,633 | 2,568 | 0.00 | 0.00 | -2,082 | -44.77 | 03-31-2024 |