Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
&PARTNERS | COM | 851 | $224,482 | 2,530 | 0.00 | 2,530 | +Inf | 03-31-2024 | |
HORIZON INVESTMENTS LLC | COM | 852 | $210,589 | 2,516 | 0.00 | 0.00 | 155 | 6.57 | 06-30-2023 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 853 | $212,000 | 2,431 | 0.03 | 0.03 | -40 | -1.62 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | 854 | $201,969 | 2,413 | 0.00 | 0.00 | -1,002 | -29.34 | 06-30-2023 |