Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPIRE FINANCIAL MANAGEMENT COMPANY LLC | CAP STK CL C | 4301 | $484,228 | 2,640 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CLIFFORD GROUP LLC | CAP STK CL C | 4302 | $484,045 | 2,639 | 0.00 | 0.00 | -100 | -3.65 | 06-30-2024 |
WARWICK INVESTMENT MANAGEMENT INC | CAP STK CL C | 4303 | $483,679 | 2,637 | 0.00 | 0.00 | 50 | 1.93 | 06-30-2024 |
SAGEWORTH TRUST CO | COM | 4304 | $483,312 | 2,635 | 0.00 | 2,635 | +Inf | 06-30-2024 |