Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SP ASSET MANAGEMENT | COM | 2401 | $548,000 | 7,121 | 0.07 | 0.06 | 50 | 0.71 | 06-30-2022 |
HIKARI TSUSHIN INC | COMMON | 2402 | $476,000 | 7,120 | 0.06 | 7,120 | +Inf | 06-30-2021 | |
GRAVES LIGHT LENHART WEALTH INC | Stock | 2403 | $385,575 | 7,110 | 0.00 | 0.00 | -185 | -2.54 | 03-31-2024 |
SYMPHONY FINANCIAL LTD CO | COM | 2404 | $385,499 | 7,109 | 0.00 | 0.00 | -3,754 | -34.56 | 03-31-2024 |