Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KNOLLWOOD INVESTMENT ADVISORY LLC | COM | 1851 | $247,450 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
KENFARB & CO | COM | 1852 | $258,520 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
VIEWPOINT CAPITAL MANAGEMENT LLC | COM | 1853 | $247,450 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FULCRUM CAPITAL LLC | COM | 1854 | $243,830 | 1,000 | 0.00 | 0.00 | -275 | -21.57 | 12-31-2023 |