Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MILESTONE WEALTH LLC | COMMON STOCK | 2901 | $137,000 | 1,000 | 0.14 | 0.23 | -375 | -27.27 | 06-30-2022 |
RAMIREZ ASSET MANAGEMENT INC | COM | 2902 | $191,680 | 1,000 | 0.00 | 1,000 | +Inf | 09-30-2023 | |
EMC CAPITAL MANAGEMENT | COM | 2903 | $261,000 | 1,000 | 0.17 | 0.28 | -1,000 | -50.00 | 12-31-2023 |
INDEPENDENT FAMILY OFFICE LLC | COM | 2904 | $260,660 | 1,000 | 0.00 | 1,000 | +Inf | 12-31-2023 |