Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEROLD ADVISORS INC | COM | 1501 | $1,812,897 | 12,534 | 0.00 | 0.00 | -197 | -1.55 | 12-31-2023 |
EUDAIMONIA PARTNERS LLC | Stock | 1502 | $2,114,218 | 12,488 | 0.00 | 0.00 | 9 | 0.07 | 03-31-2024 |
WERLINICH ASSET MANAGEMENT LLC | COM | 1503 | $1,609,026 | 12,475 | 0.00 | 12,475 | +Inf | 09-30-2021 | |
FINANCIAL ARCHITECTS INC | COM | 1504 | $1,404,000 | 12,425 | 0.25 | 12,425 | +Inf | 09-30-2022 |