Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANTONETTI CAPITAL MANAGEMENT LLC | COM | 4251 | $91,130 | 2,747 | 0.00 | 0.00 | 5 | 0.18 | 09-30-2023 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 4252 | $77,931 | 2,707 | 0.00 | 2,707 | +Inf | 12-31-2023 | |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLAREMONT FINANCIAL GROUP INC | Common Stock | 4254 | $145,000 | 2,625 | 0.62 | 2,625 | +Inf | 03-31-2022 |