Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTSHORE WEALTH LLC | COM | 3051 | $480,211 | 1,620 | 0.00 | 0.00 | -625 | -27.84 | 12-31-2023 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | COM | 3052 | $457,000 | 1,620 | 0.49 | 0.66 | 0 | 0.00 | 03-31-2024 |
GOLDEN GREEN INC | COM | 3053 | $426,511 | 1,619 | 0.00 | 1,619 | +Inf | 09-30-2023 | |
CARTER FINANCIAL GROUP INC | COM | 3054 | $398,000 | 1,609 | 0.53 | 1,609 | +Inf | 03-31-2022 |