Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELPHI MANAGEMENT INC /MA/ | COM | 301 | $1,434,000 | 73,631 | 1.47 | 1.38 | 3,244 | 4.61 | 09-30-2023 |
MML INVESTORS SERVICES LLC | COM | 302 | $1,530,000 | 73,481 | 0.01 | 0.01 | -13,495 | -15.52 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 303 | $1,522,415 | 73,123 | 0.00 | 0.00 | 18,417 | 33.67 | 03-31-2024 |
STRATEGIQ FINANCIAL GROUP LLC | COM | 304 | $1,435,737 | 71,679 | 0.00 | 0.00 | -3,280 | -4.38 | 12-31-2023 |