Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARSON ADVISORY INC | COM | 1751 | $399,217 | 4,928 | 0.00 | 4,928 | +Inf | 12-31-2023 | |
CREW CAPITAL MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 954 | 24.10 | 03-31-2024 |
IMS CAPITAL MANAGEMENT | COM | 1753 | $368,180 | 4,913 | 0.00 | 0.00 | -3,200 | -39.44 | 09-30-2023 |
BELLECAPITAL INTERNATIONAL LTD | COM | 1754 | $397,921 | 4,912 | 0.00 | 0.00 | -5,333 | -52.05 | 12-31-2023 |