Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LODESTAR PRIVATE ASSET MANAGEMENT LLC | COM | 3651 | $654,748 | 4,139 | 0.00 | 0.00 | -277 | -6.27 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 3652 | $646,286 | 4,123 | 0.00 | 4,123 | +Inf | 12-31-2023 | |
PACIFIC SAGE PARTNERS LLC | COM | 3653 | $652,117 | 4,122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INDEPENDENT FAMILY OFFICE LLC | COM | 3654 | $652,059 | 4,122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |