Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRUCE G ALLEN INVESTMENTS LLC | Stock | 3401 | $27,598 | 143 | 0.00 | 143 | +Inf | 03-31-2024 | |
STRATEGIC ASSET MANAGEMENT LLC | COM | 3402 | $17,000 | 143 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2022 |
ASPIRE PRIVATE CAPITAL LLC | COM | 3403 | $27,019 | 140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PIERSHALE FINANCIAL GROUP INC | COM | 3404 | $29,562 | 140 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |