Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MWA ASSET MANAGEMENT | COM | 2301 | $671,585 | 2,362 | 0.00 | 2,362 | +Inf | 03-31-2024 | |
SIMON QUICK ADVISORS LLC | COM | 2302 | $671,172 | 2,361 | 0.00 | 0.00 | 193 | 8.90 | 03-31-2024 |
CFO4LIFE LP | COM | 2303 | $619,696 | 2,359 | 0.00 | 2,359 | +Inf | 12-31-2022 | |
COASTWISE CAPITAL GROUP LLC | COM | 2304 | $666,197 | 2,343 | 0.00 | 0.00 | -430 | -15.51 | 03-31-2024 |