Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOGY JOEL R INVESTMENT COUNSEL INC | COM | 601 | $1,342,132 | 9,680 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 602 | $1,323,137 | 9,543 | 0.00 | 0.00 | 126 | 1.34 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 603 | $1,232,601 | 9,434 | 0.00 | 0.00 | -637 | -6.33 | 12-31-2023 |
BANCO BILBAO VIZCAYA ARGENTARIA SA | Common Stock | 604 | $1,231,732 | 9,427 | 0.00 | 0.00 | 189 | 2.05 | 12-31-2023 |