Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARAGON FINANCIAL PARTNERS INC | COM | 2551 | $241,901 | 3,611 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MORNINGSTAR INVESTMENT MANAGEMENT LLC | COM | 2552 | $222,000 | 3,608 | 0.03 | 0.03 | -90 | -2.43 | 12-31-2023 |
BRUDERMAN ASSET MANAGEMENT LLC | COM | 2553 | $252,000 | 3,605 | 0.45 | 3,605 | +Inf | 06-30-2022 | |
APPLETON PARTNERS INC/MA | CS | 2554 | $210,000 | 3,593 | 0.02 | 0.02 | -436 | -10.82 | 09-30-2023 |