Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PANORAMIC INVESTMENT ADVISORS LLC | COM | 4101 | $418,232 | 3,598 | 0.00 | 0.00 | 53 | 1.50 | 03-31-2024 |
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | COM | 4102 | $417,883 | 3,595 | 0.00 | 0.00 | 407 | 12.77 | 03-31-2024 |
HILTON CAPITAL MANAGEMENT LLC | Common Stocks | 4103 | $416,720 | 3,585 | 0.00 | 0.00 | 686 | 23.66 | 03-31-2024 |
MIRAMAR CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |