Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROBINSON SMITH WEALTH ADVISORS LLC | CL B NEW | 4151 | $685,027 | 1,629 | 0.00 | 1,629 | +Inf | 03-31-2024 | |
LASALLE ST INVESTMENT ADVISORS LLC | CL B NEW | 4152 | $597,000 | 1,629 | 0.34 | 0.37 | 85 | 5.51 | 03-31-2024 |
NAUSET WEALTH MANAGEMENT LLC | CL B NEW | 4153 | $575,000 | 1,628 | 0.46 | 1,628 | +Inf | 03-31-2022 | |
BRAUN-BOSTICH & ASSOCIATES INC | CL B NEW | 4154 | $684,607 | 1,628 | 0.00 | 0.00 | 133 | 8.90 | 03-31-2024 |