Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD FUNDS MANAGEMENT CO LLC | COM | 3901 | $1,461,806 | 9,621 | 0.00 | 0.00 | 3,440 | 55.65 | 12-31-2023 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 3902 | $1,734,413 | 9,615 | 0.00 | 0.00 | -672 | -6.53 | 03-31-2024 |
SHELTON WEALTH MANAGEMENT LLC | COM | 3903 | $1,456,649 | 9,587 | 0.00 | 0.00 | 2,325 | 32.02 | 12-31-2023 |
CABLE HILL PARTNERS LLC | COM | 3904 | $1,217,071 | 9,574 | 0.00 | 0.00 | -1,903 | -16.58 | 09-30-2023 |