Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KPP ADVISORY SERVICES LLC | Common Stock | 2101 | $335,305 | 2,354 | 0.00 | 2,354 | +Inf | 12-31-2023 | |
ZRC WEALTH MANAGEMENT LLC | COM | 2102 | $416,525 | 2,350 | 0.00 | 0.00 | 541 | 29.91 | 03-31-2024 |
WESTHAMPTON CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLARKSTON CAPITAL PARTNERS LLC | COM | 2104 | $259,840 | 2,350 | 0.00 | 0.00 | -50 | -2.08 | 09-30-2023 |