Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARION WEALTH MANAGEMENT | CAP STK CL C | 3851 | $492,561 | 3,235 | 0.00 | 0.00 | 20 | 0.62 | 03-31-2024 |
JACKSON GRANT INVESTMENT ADVISERS INC | CAP STK CL C | 3852 | $455,909 | 3,235 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WINTHROP CAPITAL MANAGEMENT LLC | CAP STK CL C | 3853 | $455,486 | 3,232 | 0.00 | 3,232 | +Inf | 12-31-2023 | |
RB CAPITAL MANAGEMENT LLC | CAP STK CL C | 3854 | $9,023,000 | 3,230 | 3.15 | 2.89 | 237 | 7.92 | 03-31-2022 |