Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENEDICT FINANCIAL ADVISORS INC | COM | 951 | $3,622,279 | 45,415 | 0.00 | 0.00 | 906 | 2.04 | 03-31-2024 |
ALLGEN FINANCIAL ADVISORS INC | COM | 952 | $3,621,764 | 45,408 | 0.00 | 0.00 | 688 | 1.54 | 03-31-2024 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 953 | $3,606,017 | 45,211 | 0.00 | 0.00 | -5,784 | -11.34 | 03-31-2024 |
CYPRESS GROWTH FUND III LP | COM | 954 | $3,819,000 | 45,000 | 3.21 | 3.13 | 0 | 0.00 | 09-30-2021 |