Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERRION INVESTMENT MANAGEMENT CO LLC | COM | 2651 | $1,068,058 | 6,771 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DMC GROUP LLC | Stock | Liquidated | $0 | 0 | 0.00 | 6,759 | +Inf | 03-31-2024 | |
CASCADE INVESTMENT ADVISORS INC | COM | 2653 | $1,005,637 | 6,742 | 0.00 | 0.00 | 130 | 1.97 | 12-31-2023 |
ACCEL WEALTH MANAGEMENT | COM | 2654 | $1,062,301 | 6,735 | 0.00 | 0.00 | 447 | 7.11 | 03-31-2024 |