Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAM FINANCIAL GROUP LLC | Stock | 1751 | $3,737 | 25 | 0.00 | 25 | +Inf | 12-31-2023 | |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 1752 | $3,623 | 25 | 0.00 | 25 | +Inf | 03-31-2024 | |
SJS INVESTMENT CONSULTING INC | COM | 1753 | $3,623 | 25 | 0.00 | 0.00 | -154 | -86.03 | 03-31-2024 |
TEAM FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 25 | +Inf | 12-31-2023 |