Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHGATE FAMILY OFFICE LLC | COM | 2001 | $413,140 | 1,071 | 0.00 | 0.00 | 3 | 0.28 | 12-31-2023 |
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | COM | 2002 | $413,410 | 1,071 | 0.00 | 0.00 | 37 | 3.58 | 12-31-2023 |
CATALYST FINANCIAL PARTNERS LLC | COM | 2003 | $412,002 | 1,068 | 0.00 | 0.00 | -5 | -0.47 | 12-31-2023 |
MODUS ADVISORS LLC | Stock | 2004 | $444,135 | 1,063 | 0.00 | 0.00 | 23 | 2.21 | 03-31-2024 |