Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AR ASSET MANAGEMENT INC | COM | 751 | $1,837,000 | 14,200 | 0.45 | 0.45 | 0 | 0.00 | 03-31-2024 |
ROCKLINE WEALTH MANAGEMENT LLC | COM | 752 | $1,832,569 | 14,168 | 0.00 | 0.00 | 502 | 3.67 | 03-31-2024 |
BELL & BROWN WEALTH ADVISORS LLC | COM | 753 | $1,819,235 | 14,064 | 0.00 | 0.00 | 514 | 3.79 | 03-31-2024 |
RALEIGH CAPITAL MANAGEMENT INC | COM | 754 | $1,813,087 | 14,017 | 0.00 | 0.00 | -1,738 | -11.03 | 03-31-2024 |