Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 2001 | $77,376 | 1,573 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 2002 | $72,004 | 1,532 | 0.00 | 0.00 | -3,050 | -66.56 | 12-31-2023 |
COPPELL ADVISORY SOLUTIONS LLC | D | 2003 | $71,722 | 1,526 | 0.00 | 1,526 | +Inf | 12-31-2023 | |
HAZLETT BURT & WATSON INC | COM | 2004 | $75,000 | 1,525 | 0.04 | 0.07 | -500 | -24.69 | 03-31-2024 |