Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GELLER ADVISORS LLC | COM | 1051 | $210,100 | 9,873 | 0.00 | 0.00 | -1,940 | -16.42 | 03-31-2024 |
MTM INVESTMENT MANAGEMENT LLC | COM | Liquidated | $206,087 | 9,795 | 0.00 | 0.00 | 9,795 | +Inf | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 1053 | $206,024 | 9,792 | 0.00 | 0.00 | 900 | 10.12 | 03-31-2024 |
WOODMONT INVESTMENT COUNSEL LLC | COM | 1054 | $200,069 | 9,509 | 0.00 | 9,509 | +Inf | 03-31-2024 |