Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RICHMOND BROTHERS INC | 02-08-2024 | 12-31-2023 | 23 | 57,366,327 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $18,534,741 | 45,258 | 0.03 | 0.03 | -5,905 | -11.54 | 12-31-2023 |
| MIMEDX GROUP INC | COM | 2 | $12,316,166 | 1,404,352 | 0.02 | 0.02 | -182,148 | -11.48 | 12-31-2023 |
| APPLE INC | COM | 3 | $6,301,251 | 32,730 | 0.01 | 0.01 | -5,659 | -14.74 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $5,256,901 | 14,739 | 0.01 | 0.01 | -3,482 | -19.11 | 12-31-2023 |
