Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CJM WEALTH ADVISERS LTD | COM | 3801 | $548,986 | 3,503 | 0.00 | 0.00 | -48 | -1.35 | 12-31-2023 |
O'KEEFE STEVENS ADVISORY INC | COM | 3802 | $554,140 | 3,503 | 0.00 | 0.00 | -592 | -14.46 | 03-31-2024 |
VESTOR CAPITAL LLC | COMMON STOCK | 3803 | $549,000 | 3,502 | 0.05 | 0.50 | -26,096 | -88.17 | 12-31-2023 |
WEST PACES ADVISORS INC | Stock | 3804 | $553,349 | 3,498 | 0.00 | 0.00 | -144 | -3.95 | 03-31-2024 |