Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MENDEL MONEY MANAGEMENT | COM | 2201 | $467,455 | 9,110 | 0.00 | 9,110 | +Inf | 12-31-2023 | |
GOLDSTEIN ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -400 | -4.21 | 03-31-2024 |
CLEARALPHA TECHNOLOGIES LP | COM | 2203 | $492,571 | 9,083 | 0.00 | 9,083 | +Inf | 03-31-2024 | |
OLD DOMINION CAPITAL MANAGEMENT INC | Stock | 2204 | $537,000 | 9,076 | 0.11 | 0.13 | 56 | 0.62 | 09-30-2021 |