Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENEDETTI & GUCER INC | COM | 1001 | $417,789 | 9,140 | 0.00 | 9,140 | +Inf | 12-31-2023 | |
HB WEALTH MANAGEMENT LLC | COM | 1002 | $521,583 | 9,129 | 0.00 | 0.00 | 1,459 | 19.02 | 03-31-2024 |
NORTHCOAST ASSET MANAGEMENT LLC | COMMON | 1003 | $349,000 | 9,107 | 0.01 | 0.01 | 22 | 0.24 | 06-30-2021 |
QUENT CAPITAL LLC | Stock | 1004 | $519,725 | 9,097 | 0.00 | 0.00 | -74 | -0.81 | 03-31-2024 |