Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NIXON CAPITAL LLC | CL B NEW | 5151 | $214,466 | 510 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
US FINANCIAL ADVISORS LLC | CL B NEW | 5152 | $214,467 | 510 | 0.00 | 510 | +Inf | 03-31-2024 | |
SAXON INTERESTS INC | CL B NEW | 5153 | $212,783 | 506 | 0.00 | 0.00 | -1,648 | -76.51 | 03-31-2024 |
RAYMOND JAMES TRUST CO OF NH | COMMON STOCK | 5154 | $211,944 | 504 | 0.00 | 504 | +Inf | 03-31-2024 |