Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1501 | $123,979 | 1,382 | 0.00 | 1,382 | +Inf | 03-31-2024 | |
BERGANKDV WEALTH MANAGEMENT LLC | COM | 1502 | $121,485 | 1,356 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
STRATEGIC INVESTMENT SOLUTIONS INC /IL | COMMON STOCK | 1503 | $120,738 | 1,339 | 0.00 | 1,339 | +Inf | 12-31-2023 | |
PSAGOT VALUE HOLDINGS LTD | COM | 1504 | $205,000 | 1,335 | 0.04 | 0.01 | 0 | 0.00 | 09-30-2021 |