Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYNTAL CAPITAL PARTNERS LLC | COM | 4001 | $525,772 | 3,625 | 0.00 | 0.00 | -4,691 | -56.41 | 09-30-2023 |
EMERALD ADVISORS LLC | COM | 4002 | $723,505 | 3,612 | 0.00 | 0.00 | 502 | 16.14 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 4003 | $722,682 | 3,608 | 0.00 | 3,608 | +Inf | 03-31-2024 | |
PROSPERITY FINANCIAL GROUP INC | COM | 4004 | $613,189 | 3,605 | 0.00 | 0.00 | 220 | 6.50 | 12-31-2023 |