Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 551 | $426,444 | 4,003 | 0.00 | 0.00 | -329 | -7.59 | 03-31-2024 |
OXBOW ADVISORS LLC | COM | 552 | $426,080 | 4,000 | 0.00 | 4,000 | +Inf | 03-31-2024 | |
LAUREL WEALTH ADVISORS INC | Stock | 553 | $241,000 | 3,989 | 0.02 | 3,989 | +Inf | 12-31-2022 | |
MAVERICK CAPITAL LTD | COM | 554 | $299,428 | 3,977 | 0.00 | 3,977 | +Inf | 09-30-2023 |