Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST TOWER GROUP LLC | COM | 1251 | $89,325 | 1,500 | 0.00 | 0.00 | 1,220 | 435.71 | 03-31-2024 |
OSTERWEIS CAPITAL MANAGEMENT INC | COM | 1252 | $89,325 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RAKUTEN SECURITIES INC | COM | 1253 | $87,717 | 1,473 | 0.00 | 1,473 | +Inf | 03-31-2024 | |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1254 | $82,875 | 1,394 | 0.00 | 1,394 | +Inf | 12-31-2023 |