Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDIE ASSET PARTNERS LLC | COM | 4351 | $404,566 | 2,378 | 0.00 | 0.00 | -62 | -2.54 | 12-31-2023 |
PENN DAVIS MCFARLAND INC | Common Stocks | 4352 | $475,312 | 2,373 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHERRYDALE WEALTH MANAGEMENT LLC | COM | 4353 | $474,689 | 2,370 | 0.00 | 0.00 | 402 | 20.43 | 03-31-2024 |
LATHROP INVESTMENT MANAGEMENT CORP | Com | 4354 | $473,000 | 2,363 | 0.09 | 0.09 | -156 | -6.19 | 03-31-2024 |