Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRIAUD FINANCIAL PLANNING INC | COM | 6151 | $11,000 | 60 | 0.01 | 60 | +Inf | 03-31-2024 | |
OCEAN ENDOWMENT PARTNERS LLC | COM | 6152 | $212,000 | 57 | 1.02 | 0.93 | -60 | -51.28 | 06-30-2021 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | 6153 | $7,346 | 55 | 0.00 | 0.01 | -48 | -46.60 | 09-30-2023 |
PERRITT CAPITAL MANAGEMENT INC | COM | 6154 | $5,165 | 50 | 0.00 | 50 | +Inf | 03-31-2023 |