Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUME CAPITAL MANAGEMENT INC | COM | 3601 | $9,650 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LANSING STREET ADVISORS | Stock | 3602 | $10,347 | 49 | 0.00 | 0.00 | 30 | 157.89 | 06-30-2023 |
HALPERN FINANCIAL INC | Stock | Liquidated | $8,876 | 48 | 0.00 | 0.00 | 48 | +Inf | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 3604 | $9,000 | 47 | 0.00 | 0.00 | -720 | -93.87 | 03-31-2024 |