Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELMWOOD WEALTH MANAGEMENT INC | COM | 2101 | $206,416 | 700 | 0.00 | 700 | +Inf | 12-31-2023 | |
BLUME CAPITAL MANAGEMENT INC | COM | 2102 | $178,857 | 700 | 0.00 | 0.05 | -125 | -15.15 | 06-30-2023 |
WP ADVISORS LLC | COM | 2103 | $205,531 | 697 | 0.00 | 697 | +Inf | 12-31-2023 | |
VANTAGE CONSULTING GROUP INC | COM | 2104 | $204,942 | 695 | 0.00 | 0.00 | -181 | -20.66 | 12-31-2023 |