Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARD FINANCIAL SERVICES INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 184,525 | +Inf | 12-31-2023 | |
LINSCOMB WEALTH INC | COM | 302 | $5,338,827 | 182,962 | 0.00 | 0.00 | 7,167 | 4.08 | 03-31-2024 |
RESOURCE MANAGEMENT LLC | COM | 303 | $3,943,000 | 182,190 | 0.45 | 0.51 | -1,245 | -0.68 | 09-30-2021 |
OAK FAMILY ADVISORS LLC | Stock | 304 | $5,309,812 | 181,968 | 0.00 | 0.00 | 3,433 | 1.92 | 03-31-2024 |