Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANNING CAPITAL MANAGEMENT CORP | COM | 1701 | $36,271 | 931 | 0.00 | 0.00 | 40 | 4.49 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 928 | +Inf | 03-31-2024 | |
EMFO LLC | COM | 1703 | $36,048 | 925 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FAIRMAN GROUP LLC | COM | 1704 | $31,347 | 900 | 0.00 | 900 | +Inf | 12-31-2023 |