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 | $531 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LRI INVESTMENTS LLC | Stock | 3 | $408 | 200 | 0.00 | 200 | +Inf | 03-31-2024 |