Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | COM | 651 | $912,443 | 6,913 | 0.00 | 0.00 | -6 | -0.09 | 12-31-2023 |
BUFFINGTON MOHR MCNEAL | Stock | 652 | $843,249 | 6,900 | 0.00 | 0.00 | -2,600 | -27.37 | 03-31-2024 |
RICHARD BERNSTEIN ADVISORS LLC | COM | 653 | $1,010,781 | 6,900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
MIRADOR CAPITAL PARTNERS LP | COM | 654 | $899,237 | 6,813 | 0.00 | 0.00 | 1,252 | 22.51 | 12-31-2023 |