Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINKER CAPITAL MANAGEMENT INC | COM | 6151 | $364,378 | 1,070 | 0.00 | 1,070 | +Inf | 06-30-2023 | |
TAGSTONE CAPITAL INC | COM | 6152 | $402,000 | 1,069 | 0.26 | 0.27 | -23 | -2.11 | 12-31-2023 |
WALLER FINANCIAL PLANNING GROUP INC | COM | 6153 | $337,221 | 1,068 | 0.00 | 0.00 | -97 | -8.33 | 09-30-2023 |
ABSOLUTE CAPITAL MANAGEMENT LLC | COM | 6154 | $448,525 | 1,066 | 0.00 | 0.00 | -6,898 | -86.61 | 03-31-2024 |