Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLIE FAMILY OFFICE LLC | COM | 2351 | $675,750 | 20,390 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WENDELL DAVID ASSOCIATES INC | COMM | 2352 | $773,000 | 20,385 | 0.08 | 0.08 | -616 | -2.93 | 03-31-2024 |
HOWARD CAPITAL MANAGEMENT GROUP LLC | COM | 2353 | $581,438 | 20,330 | 0.00 | 0.08 | 0 | 0.00 | 03-31-2023 |
WESTHAMPTON CAPITAL LLC | COM | 2354 | $683,636 | 20,304 | 0.00 | 0.00 | 1,800 | 9.73 | 12-31-2023 |