Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LESTER MURRAY ANTMAN DBA SIMPLYRICH | CL B | Liquidated | $0 | 0 | 0.09 | 0.14 | -265 | -14.10 | 03-31-2024 |
MEANS INVESTMENT CO INC | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | 124 | 8.34 | 03-31-2024 |
TNF LLC | CL B | 2753 | $235,469 | 1,606 | 0.00 | 0.00 | -156 | -8.85 | 03-31-2024 |
ROSENBERG MATTHEW HAMILTON | Stock | 2754 | $249,983 | 1,604 | 0.00 | 0.00 | 60 | 3.89 | 09-30-2023 |