Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLSTEIN CAPITAL MANAGEMENT LP | COM | 4451 | $3,297,000 | 17,000 | 0.53 | 0.93 | -19,000 | -52.78 | 06-30-2023 |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 4452 | $3,271,085 | 16,990 | 0.00 | 0.00 | -1,366 | -7.44 | 12-31-2023 |
4J WEALTH MANAGEMENT LLC | COM | 4453 | $3,270,858 | 16,989 | 0.00 | 0.00 | -270 | -1.56 | 12-31-2023 |
THREE BRIDGE WEALTH ADVISORS LLC | COM | 4454 | $3,268,891 | 16,979 | 0.00 | 0.00 | -600 | -3.41 | 12-31-2023 |