Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAM GROUP INC | COM | 4401 | $21,979 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FWL INVESTMENT MANAGEMENT LLC | COM | 4402 | $16,949 | 30 | 0.00 | 30 | +Inf | 09-30-2023 | |
LIVE OAK INVESTMENT PARTNERS | COM | 4403 | $16,949 | 30 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 4404 | $13,695 | 30 | 0.00 | 0.01 | 30 | +Inf | 12-31-2022 |