Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YELIN LAPIDOT HOLDINGS MANAGEMENT LTD | COM | 1101 | $3,497,071 | 79,173 | 0.00 | 0.00 | 101 | 0.13 | 03-31-2024 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | COM | 1102 | $3,495,497 | 79,137 | 0.00 | 0.00 | -4,558 | -5.45 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | COM | 1103 | $3,495,105 | 79,128 | 0.00 | 79,128 | +Inf | 03-31-2024 | |
LEJEUNE PUETZ INVESTMENT COUNSEL LLC | Equity | 1104 | $2,580,113 | 78,975 | 0.00 | 0.00 | 1,775 | 2.30 | 03-31-2023 |