Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KERBERROSE WEALTH MANAGEMENT LLC | COM | 2501 | $370,000 | 17,675 | 0.30 | 17,675 | +Inf | 06-30-2022 | |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 2502 | $310,475 | 17,641 | 0.00 | 0.00 | -807 | -4.37 | 03-31-2024 |
THRIVE CAPITAL MANAGEMENT LLC | COM | 2503 | $295,903 | 17,634 | 0.00 | 0.00 | -13,873 | -44.03 | 12-31-2023 |
LM KOHN & COMPANY | Common Stock | 2504 | $309,920 | 17,609 | 0.00 | 17,609 | +Inf | 03-31-2024 |