Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLATFORM TECHNOLOGY PARTNERS | COM | 1851 | $1,183,847 | 10,220 | 0.00 | 0.00 | -243 | -2.32 | 12-31-2023 |
AMI INVESTMENT MANAGEMENT INC | COM | 1852 | $1,077,179 | 10,217 | 0.00 | 0.00 | -3,305 | -24.44 | 12-31-2023 |
CLEAR CREEK FINANCIAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 790 | 8.40 | 03-31-2024 |
CERTUITY LLC | COM | 1854 | $1,279,066 | 10,183 | 0.00 | 0.00 | 1,980 | 24.14 | 03-31-2024 |