Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APPLIED FINANCE CAPITAL MANAGEMENT LLC | COM | 4051 | $359,050 | 936 | 0.00 | 0.00 | 14 | 1.52 | 03-31-2024 |
FRONT ROW ADVISORS LLC | Stock | 4052 | $324,024 | 935 | 0.00 | 0.00 | -22 | -2.30 | 12-31-2023 |
HOLLAND ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 934 | +Inf | 12-31-2023 | |
POEHLING CAPITAL MANAGEMENT INC | COM | 4054 | $323,541 | 934 | 0.00 | 0.00 | 2 | 0.21 | 12-31-2023 |