Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS PRIVATE WEALTH ADVISORS | COM | 1801 | $243,952 | 814 | 0.00 | 0.00 | -12 | -1.45 | 12-31-2023 |
IFRAH FINANCIAL SERVICES INC | COM | 1802 | $243,802 | 814 | 0.00 | 0.00 | -71 | -8.02 | 12-31-2023 |
CRESCENT CAPITAL CONSULTING LLC | Common Stock | 1803 | $187,000 | 813 | 0.03 | 0.02 | 172 | 26.83 | 12-31-2021 |
WOODTRUST FINANCIAL CORP | COMMON STOCK | 1804 | $295,000 | 813 | 0.05 | 813 | +Inf | 03-31-2024 |