Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTREPID CAPITAL MANAGEMENT INC | COM | 2051 | $4,820,848 | 11,464 | 0.00 | 0.00 | 411 | 3.72 | 03-31-2024 |
STRATEGIC PLANNING GROUP LLC | CL B NEW | 2052 | $4,814,237 | 11,448 | 0.00 | 11,448 | +Inf | 03-31-2024 | |
CORE WEALTH PARTNERS LLC | CL B NEW | 2053 | $4,802,762 | 11,421 | 0.00 | 0.00 | 1,112 | 10.79 | 03-31-2024 |
PRW WEALTH MANAGEMENT LLC | CL B NEW | 2054 | $3,850,185 | 11,411 | 0.00 | 0.00 | -250 | -2.14 | 09-30-2023 |