Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUTCHINSON CAPITAL MANAGEMENT/CA | COM CL A | 3601 | $885,182 | 3,172 | 0.00 | 0.00 | 9 | 0.28 | 03-31-2024 |
EMPIRICAL ASSET MANAGEMENT LLC | COM CL A | 3602 | $822,576 | 3,160 | 0.00 | 0.00 | 462 | 17.12 | 12-31-2023 |
BURFORD BROTHERS INC | COM CL A | 3603 | $821,925 | 3,157 | 0.00 | 3,157 | +Inf | 12-31-2023 | |
WELLSPRING FINANCIAL ADVISORS LLC | COM CL A | 3604 | $880,418 | 3,155 | 0.00 | 0.00 | 50 | 1.61 | 03-31-2024 |