Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY ADVISORS LLC | COM | 2101 | $500,369 | 8,633 | 0.00 | 0.00 | 857 | 11.02 | 03-31-2024 |
MOSAIC FINANCIAL GROUP LLC | COM | 2102 | $500,000 | 8,625 | 0.40 | 8,625 | +Inf | 03-31-2024 | |
20/20 CAPITAL MANAGEMENT INC | COM | 2103 | $389,000 | 8,596 | 0.10 | 0.08 | 1,385 | 19.21 | 06-30-2021 |
WEAVER CONSULTING GROUP | COM | 2104 | $497,181 | 8,578 | 0.00 | 0.00 | 3,270 | 61.61 | 03-31-2024 |