Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOEY INVESTMENTS INC | CL B NEW | 4301 | $480,128 | 1,408 | 0.00 | 0.00 | 990 | 236.84 | 06-30-2023 |
BELL & BROWN WEALTH ADVISORS LLC | CL B NEW | 4302 | $592,076 | 1,408 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES INC | CL B NEW | 4303 | $591,672 | 1,407 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARTIN CAPITAL ADVISORS LLP | CL B NEW | 4304 | $590,410 | 1,404 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |