Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE INVESTMENT ADVISERS LLC | COM | 3101 | $205,250 | 1,000 | 0.00 | 0.00 | -100 | -9.09 | 03-31-2024 |
ARTHUR M COHEN & ASSOCIATES LLC | COM | 3102 | $205,250 | 1,000 | 0.00 | 0.00 | -741 | -42.56 | 03-31-2024 |
BERKSHIRE MONEY MANAGEMENT INC | COM | 3103 | $205,250 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
QUANTUM FINANCIAL ADVISORS LLC | COM | 3104 | $204,743 | 998 | 0.00 | 998 | +Inf | 03-31-2024 |