Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOLLESON WEALTH MANAGEMENT INC | Stock | 4651 | $648,000 | 4,263 | 0.13 | 0.48 | -11,267 | -72.55 | 12-31-2023 |
SHULMAN DEMEO ASSET MANAGEMENT LLC | COM | 4652 | $646,961 | 4,258 | 0.00 | 0.00 | 706 | 19.88 | 12-31-2023 |
RED TORTOISE LLC | Stock | 4653 | $766,434 | 4,249 | 0.00 | 0.00 | 92 | 2.21 | 03-31-2024 |
BALLEW ADVISORS INC | COM | 4654 | $789,995 | 4,248 | 0.00 | 0.00 | 62 | 1.48 | 03-31-2024 |