Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ODEY ASSET MANAGEMENT GROUP LTD | COM | 2601 | $1,425,580 | 13,000 | 0.00 | 0.00 | -7,000 | -35.00 | 03-31-2023 |
BARTON INVESTMENT MANAGEMENT | COM | 2602 | $1,511,004 | 12,999 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERGER FINANCIAL GROUP INC | COM | 2603 | $1,508,640 | 12,979 | 0.00 | 0.00 | 3,937 | 43.54 | 03-31-2024 |
4J WEALTH MANAGEMENT LLC | COM | 2604 | $1,296,041 | 12,963 | 0.00 | 0.00 | -74 | -0.57 | 12-31-2023 |