Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASON & ASSOCIATES INC | COM | 3851 | $273,000 | 1,903 | 0.10 | 0.10 | 0 | 0.00 | 09-30-2022 |
THEORY FINANCIAL LLC | COM | 3852 | $283,851 | 1,903 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JAMES J BURNS & COMPANY LLC | COM | 3853 | $304,000 | 1,902 | 0.11 | 0.07 | -12 | -0.63 | 03-31-2024 |
PEACHTREE INVESTMENT PARTNERS LLC | COM | 3854 | $283,655 | 1,902 | 0.00 | 0.00 | 3 | 0.16 | 12-31-2023 |