Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WITTENBERG INVESTMENT MANAGEMENT INC | COM | 3651 | $5,711,672 | 15,189 | 0.00 | 2.18 | -3,644 | -19.35 | 12-31-2023 |
RIDGECREST WEALTH PARTNERS LLC | COM | 3652 | $6,387,225 | 15,182 | 0.00 | 0.00 | -197 | -1.28 | 03-31-2024 |
WALKNER CONDON FINANCIAL ADVISORS LLC | COM | 3653 | $4,793,775 | 15,182 | 0.00 | 0.00 | 144 | 0.96 | 09-30-2023 |
SWEET FINANCIAL PARTNERS LLC | COM | 3654 | $5,706,162 | 15,174 | 0.00 | 0.00 | 1,157 | 8.25 | 12-31-2023 |