Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANNING CAPITAL MANAGEMENT CORP | COM | 3551 | $121,617 | 6,910 | 0.00 | 0.00 | 78 | 1.14 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 3552 | $121,000 | 6,855 | 0.02 | 0.02 | 98 | 1.45 | 03-31-2024 |
VERSANT CAPITAL MANAGEMENT INC | Stock | 3553 | $118,226 | 6,717 | 0.00 | 0.00 | 334 | 5.23 | 03-31-2024 |
BOIT C F DAVID | COM | 3554 | $115,458 | 6,701 | 0.00 | 0.00 | -2,568 | -27.71 | 12-31-2023 |