Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STERLING FINANCIAL GROUP INC | CAP STK CL C | 4051 | $394,201 | 2,589 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | COM | 4052 | $5,351,000 | 2,587 | 0.41 | 2,587 | +Inf | 03-31-2021 | |
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT LLC | CAP STK CL C | 4053 | $363,599 | 2,580 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VCI WEALTH MANAGEMENT LLC | CAP STK CL C | 4054 | $362,754 | 2,574 | 0.00 | 2,574 | +Inf | 12-31-2023 |