Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHYSICIANS FINANCIAL SERVICES INC | COM | 1951 | $1,559,000 | 30,871 | 0.59 | 0.68 | -175 | -0.56 | 12-31-2023 |
OPTIMUM INVESTMENT ADVISORS | COM | 1952 | $1,537,911 | 30,815 | 0.00 | 0.00 | -3,172 | -9.33 | 03-31-2024 |
WMS PARTNERS LLC | COM | 1953 | $1,554,772 | 30,775 | 0.00 | 0.00 | -1,934 | -5.91 | 12-31-2023 |
CFO4LIFE LP | COM | 1954 | $1,463,150 | 30,713 | 0.00 | 30,713 | +Inf | 12-31-2022 |