Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KORE PRIVATE WEALTH LLC | COM | 1501 | $1,294,000 | 15,638 | 0.16 | 0.17 | -3,168 | -16.85 | 03-31-2022 |
CUNNING CAPITAL PARTNERS LP | CIN | 1502 | $1,648,000 | 15,630 | 1.03 | 1.18 | 15,630 | +Inf | 12-31-2023 |
CAPITAL PLANNING LLC | Common Stock | 1503 | $1,959,767 | 15,602 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RDA FINANCIAL NETWORK | COM | 1504 | $1,948,256 | 15,510 | 0.00 | 0.00 | 2,763 | 21.68 | 03-31-2024 |