Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPOWERED FUNDS LLC | CL A | 551 | $354,480 | 30,878 | 0.00 | 0.00 | 6,461 | 26.46 | 03-31-2024 |
INTEROCEAN CAPITAL GROUP LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,000 | -24.57 | 03-31-2024 |
HCR WEALTH ADVISORS | Common Stock | 553 | $350,633 | 30,543 | 0.00 | 0.00 | 4,663 | 18.02 | 03-31-2024 |
PRIME CAPITAL INVESTMENT ADVISORS LLC | Stock | 554 | $514,841 | 30,410 | 0.00 | 30,410 | +Inf | 12-31-2023 |