Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMERALD ADVISORS LLC | CL A | 2751 | $309,875 | 7,148 | 0.00 | 0.00 | 500 | 7.52 | 03-31-2024 |
FAIRFIELD BUSH & CO | Stock | 2752 | $313,352 | 7,146 | 0.00 | 0.00 | -2,480 | -25.76 | 12-31-2023 |
LAIDLAW WEALTH MANAGEMENT LLC | CL A | 2753 | $313,352 | 7,146 | 0.00 | 0.00 | -649 | -8.33 | 12-31-2023 |
HOTALING INVESTMENT MANAGEMENT LLC | CL A | 2754 | $250,000 | 7,144 | 0.11 | 0.10 | 0 | 0.00 | 12-31-2022 |