Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | COM | 3051 | $578,288 | 4,078 | 0.00 | 0.17 | 0 | 0.00 | 12-31-2022 |
LEWIS CAPITAL MANAGEMENT LLC | COM | 3052 | $640,606 | 4,075 | 0.00 | 4,075 | +Inf | 06-30-2023 | |
SIGNIFICANT WEALTH PARTNERS LLC | COM | 3053 | $641,566 | 4,070 | 0.00 | 4,070 | +Inf | 12-31-2023 | |
PINENO LEVIN & FORD ASSET MANAGEMENT INC | COM | 3054 | $588,000 | 4,063 | 0.17 | 0.18 | 0 | 0.00 | 12-31-2021 |