Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEAK ASSET MANAGEMENT LLC | CL B | 2101 | $685,186 | 6,311 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WULFF HANSEN & CO | CL B | 2102 | $593,014 | 6,310 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEO IVY CAPITAL MANAGEMENT | Stock | 2103 | $838,000 | 6,307 | 0.92 | 6,307 | +Inf | 03-31-2021 | |
SUMMIT FINANCIAL LLC | Common Stock | 2104 | $594,941 | 6,306 | 0.00 | 0.00 | -829 | -11.62 | 03-31-2024 |