Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LESTER MURRAY ANTMAN DBA SIMPLYRICH | COM | 3851 | $2,035,000 | 11,280 | 0.66 | 0.59 | 0 | 0.00 | 03-31-2024 |
IAM ADVISORY LLC | COM | 3852 | $2,029,455 | 11,251 | 0.00 | 0.00 | -49 | -0.43 | 03-31-2024 |
VALLEY BROOK CAPITAL GROUP INC | COM | 3853 | $2,028,734 | 11,247 | 0.00 | 0.00 | 1,328 | 13.39 | 03-31-2024 |
GOULD CAPITAL LLC | Stock | 3854 | $1,465,141 | 11,239 | 0.00 | 0.93 | 1,684 | 17.62 | 06-30-2023 |