Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZULLO INVESTMENT GROUP INC | COM | 1501 | $2,387,644 | 9,609 | 0.00 | 0.00 | 362 | 3.91 | 12-31-2023 |
WEALTHBRIDGE CAPITAL MANAGEMENT LLC | COM | 1502 | $1,687,584 | 9,600 | 0.00 | 0.00 | -1,800 | -15.79 | 03-31-2024 |
PROFICIO CAPITAL PARTNERS LLC | COM | 1503 | $1,682,487 | 9,589 | 0.00 | 0.00 | 506 | 5.57 | 03-31-2024 |
FINANCIAL MANAGEMENT NETWORK INC | COM | 1504 | $1,640,337 | 9,586 | 0.00 | 0.00 | -16 | -0.17 | 03-31-2024 |