Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESURGENT FINANCIAL ADVISORS LLC | COM | 3301 | $87,095 | 907 | 0.00 | 0.00 | -651 | -41.78 | 12-31-2023 |
ROCK CREEK GROUP LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -435 | -33.26 | 12-31-2023 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 3303 | $81,993 | 854 | 0.00 | 0.00 | -30 | -3.39 | 12-31-2023 |
RISE ADVISORS LLC | 0 | 3304 | $81,338 | 847 | 0.00 | 0.00 | -156 | -15.55 | 12-31-2023 |