Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BONNESS ENTERPRISES INC | COM | 2001 | $2,660,900 | 16,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CENTERBOOK PARTNERS LP | COM | 2002 | $2,400,618 | 16,382 | 0.00 | 0.00 | 5,311 | 47.97 | 12-31-2023 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 2003 | $2,395,832 | 16,349 | 0.00 | 0.00 | -2,074 | -11.26 | 12-31-2023 |
WALDEN WEALTH PARTNERS LLC | COM | 2004 | $2,540,246 | 16,341 | 0.00 | 0.00 | -1,270 | -7.21 | 03-31-2024 |