Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH ADVISORS LLC | COM | 3651 | $353,831 | 2,372 | 0.00 | 0.00 | -140 | -5.57 | 12-31-2023 |
ANALYST IMS INVESTMENT MANAGEMENT SERVICES LTD | COM | 3652 | $353,000 | 2,369 | 0.02 | 0.02 | 38 | 1.63 | 12-31-2023 |
SATHER FINANCIAL GROUP INC | COM | 3653 | $353,062 | 2,367 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SILVER LAKE ADVISORY LLC | COM | 3654 | $372,948 | 2,364 | 0.00 | 2,364 | +Inf | 03-31-2024 |