Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 3001 | $3,172,616 | 3,611 | 0.00 | 0.00 | 1,065 | 41.83 | 03-31-2024 |
RESURGENT FINANCIAL ADVISORS LLC | COM | 3002 | $3,259,957 | 3,608 | 0.00 | 0.00 | 112 | 3.20 | 03-31-2024 |
HILLSDALE INVESTMENT MANAGEMENT INC | COM | 3003 | $3,257,229 | 3,605 | 0.00 | 0.00 | -910 | -20.16 | 03-31-2024 |
SCHARF INVESTMENTS LLC | COM | 3004 | $1,784,613 | 3,604 | 0.00 | 0.00 | 129 | 3.71 | 12-31-2023 |