Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATRIOT INVESTMENT MANAGEMENT GROUP INC | CAP STK CL A | 4551 | $395,198 | 3,020 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
RANGE FINANCIAL GROUP LLC | CAP STK CL A | 4552 | $452,941 | 3,001 | 0.00 | 3,001 | +Inf | 03-31-2024 | |
HALPERN FINANCIAL INC | Stock | 4553 | $464,760 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REX CAPITAL ADVISORS LLC | COM | 4554 | $265,000 | 3,000 | 0.17 | 0.21 | 0 | 0.00 | 12-31-2022 |