Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLATFORM TECHNOLOGY PARTNERS | COM | 2701 | $306,095 | 560 | 0.00 | 0.00 | 5 | 0.90 | 12-31-2023 |
PRIVATE PORTFOLIO PARTNERS LLC | COM | 2702 | $283,474 | 560 | 0.00 | 0.00 | 13 | 2.38 | 09-30-2023 |
TRANSAMERICA FINANCIAL ADVISORS INC | COM | 2703 | $297,000 | 560 | 0.04 | 0.05 | -182 | -24.53 | 12-31-2023 |
MOSELEY INVESTMENT MANAGEMENT INC | COM | 2704 | $325,425 | 560 | 0.00 | 0.00 | -25 | -4.27 | 03-31-2024 |