Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DGS CAPITAL MANAGEMENT LLC | Stock | 1 | $40,593 | 27,614 | 0.00 | 27,614 | +Inf | 03-31-2024 | |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 2 | $669 | 300 | 0.00 | 300 | +Inf | 12-31-2023 |