Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERALD INVESTMENT MANAGEMENT LTD | COM | 1901 | $6,137,334 | 46,900 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PALO ALTO WEALTH ADVISORS LLC | CAP STK CL A | 1902 | $7,078,164 | 46,897 | 0.00 | 0.00 | 1 | 0.00 | 03-31-2024 |
LOUNTZIS ASSET MANAGEMENT LLC | COM | 1903 | $7,055,676 | 46,748 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LM KOHN & COMPANY | Common Stock | 1904 | $7,047,827 | 46,696 | 0.00 | 46,696 | +Inf | 03-31-2024 |