Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OPPENHEIMER & CO INC | COM | 951 | $1,993,397 | 2,545 | 0.00 | 0.00 | 444 | 21.13 | 12-31-2023 |
IHT WEALTH MANAGEMENT LLC | COM | 952 | $2,471,777 | 2,544 | 0.00 | 0.00 | -186 | -6.81 | 03-31-2024 |
FIRST FOUNDATION ADVISORS | COM | 953 | $1,594,623 | 2,544 | 0.00 | 0.00 | -190 | -6.95 | 09-30-2023 |
BANK OF STOCKTON | Equities | 954 | $1,626,436 | 2,530 | 0.00 | 0.41 | -330 | -11.54 | 06-30-2023 |