Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOEPPER BURKHARDT LLC | COM NEW | 1551 | $592,052 | 5,767 | 0.00 | 0.00 | 1,106 | 23.73 | 03-31-2024 |
TRILOGY CAPITAL INC | COM NEW | 1552 | $556,373 | 5,753 | 0.00 | 0.00 | 3,255 | 130.30 | 03-31-2024 |
MONETARY MANAGEMENT GROUP INC | COM | 1553 | $554,438 | 5,733 | 0.00 | 0.00 | -200 | -3.37 | 03-31-2024 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | COM | 1554 | $554,000 | 5,733 | 0.59 | 5,733 | +Inf | 03-31-2024 |