Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXCALIBUR MANAGEMENT CORP | COM | 1851 | $2,439,620 | 14,343 | 0.00 | 0.00 | 311 | 2.22 | 12-31-2023 |
CITO CAPITAL GROUP LLC | COM | 1852 | $2,442,000 | 14,274 | 1.05 | 1.16 | 553 | 4.03 | 12-31-2023 |
BEVERLY HILLS PRIVATE WEALTH LLC | COM | 1853 | $2,415,497 | 14,256 | 0.00 | 14,256 | +Inf | 09-30-2023 | |
INLET PRIVATE WEALTH LLC | COM | 1854 | $2,421,239 | 14,256 | 0.00 | 0.00 | -1,884 | -11.67 | 12-31-2023 |