Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWERPOINT WEALTH LLC | COM | 3701 | $206,447 | 5,476 | 0.00 | 5,476 | +Inf | 12-31-2023 | |
FINANCIAL PARTNERS GROUP INC | COM | 3702 | $206,085 | 5,466 | 0.00 | 5,466 | +Inf | 12-31-2023 | |
HTG INVESTMENT ADVISORS INC | COM | 3703 | $229,060 | 5,459 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COHEN & STEERS INC | COM | 3704 | $203,000 | 5,458 | 0.00 | 0.00 | -129 | -2.31 | 06-30-2023 |