Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JESSUP WEALTH MANAGEMENT INC | COM | 1201 | $233,061 | 1,295 | 0.00 | 1,295 | +Inf | 09-30-2023 | |
TRILOGY CAPITAL INC | COM | 1202 | $312,242 | 1,285 | 0.00 | 1,285 | +Inf | 03-31-2024 | |
MCLEAN ASSET MANAGEMENT CORP | COM | 1203 | $304,518 | 1,276 | 0.00 | 0.00 | 3 | 0.24 | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 1204 | $310,000 | 1,274 | 0.01 | 1,274 | +Inf | 03-31-2024 |