Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NVERSES CAPITAL LLC | COM | 1151 | $194,180 | 1,400 | 0.00 | 1,400 | +Inf | 03-31-2024 | |
J STERN & CO LLP | common | 1152 | $162,852 | 1,342 | 0.00 | 1,342 | +Inf | 12-31-2023 | |
SPIRE WEALTH MANAGEMENT | COM | 1153 | $175,317 | 1,264 | 0.00 | 0.00 | 320 | 33.90 | 03-31-2024 |
PALISADE ASSET MANAGEMENT LLC | COM | 1154 | $171,156 | 1,234 | 0.00 | 1,234 | +Inf | 03-31-2024 |