Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARAWAY FINANCIAL ADVISORS INC | CAP STK CL C | 3151 | $947,331 | 6,722 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LOUNTZIS ASSET MANAGEMENT LLC | COM | 3152 | $947,050 | 6,720 | 0.00 | 0.48 | 200 | 3.07 | 12-31-2023 |
BRIDGEWORTH LLC | CAP STK CL C | 3153 | $646,000 | 6,718 | 0.15 | 0.18 | 6,466 | 2565.87 | 09-30-2022 |
CV ADVISORS LLC | CAP STK CL C | 3154 | $946,627 | 6,717 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |