Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FF ADVISORSLLC | COM | 4651 | $2,913,065 | 6,924 | 0.00 | 0.00 | 1,288 | 22.85 | 03-31-2024 |
RETIREMENT CAPITAL STRATEGIES | COM | 4652 | $2,602,949 | 6,922 | 0.00 | 0.00 | -6 | -0.09 | 12-31-2023 |
BOS ASSET MANAGEMENT LLC | COM | 4653 | $2,355,175 | 6,916 | 0.00 | 0.00 | 665 | 10.64 | 06-30-2023 |
LEGG MASON ASSET MANAGEMENT (JAPAN) CO LTD | COM | 4654 | $1,949,000 | 6,912 | 2.25 | 2.22 | -571 | -7.63 | 09-30-2021 |