Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILLSDALE INVESTMENT MANAGEMENT INC | COM | 3251 | $189,755 | 1,312 | 0.00 | 0.00 | 280 | 27.13 | 12-31-2023 |
NAVIS WEALTH ADVISORS LLC | COM | 3252 | $221,952 | 1,311 | 0.00 | 1,311 | +Inf | 03-31-2024 | |
MEZZASALMA ADVISORS LLC | COM | 3253 | $221,783 | 1,310 | 0.00 | 1,310 | +Inf | 03-31-2024 | |
SCHMIDT P J INVESTMENT MANAGEMENT INC | COM | 3254 | $221,783 | 1,310 | 0.00 | 1,310 | +Inf | 03-31-2024 |