Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ELLIS INVESTMENT PARTNERS LLC | COM | 2551 | $255,712 | 1,325 | 0.00 | 1,325 | +Inf | 03-31-2024 | |
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | COM | 2552 | $279,152 | 1,322 | 0.00 | 0.00 | 128 | 10.72 | 06-30-2023 |
SCHULHOFF & CO INC | COM | 2553 | $344,071 | 1,320 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRATT COLLARD ADVISORY PARTNERS LLC | COM | 2554 | $315,000 | 1,316 | 0.21 | 0.24 | -6 | -0.45 | 06-30-2021 |