Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KNOTT DAVID M JR | Common | 51 | $252,000 | 180,993 | 0.09 | 0.04 | 61,693 | 51.71 | 03-31-2024 |
RHUMBLINE ADVISERS | COM | 52 | $227,135 | 163,415 | 0.00 | 0.00 | 3,045 | 1.90 | 03-31-2024 |
TOTAL CLARITY WEALTH MANAGEMENT INC | COM | 53 | $282,330 | 145,531 | 0.00 | 0.00 | 134,531 | 1223.01 | 06-30-2023 |
UBS GROUP AG | COM | 54 | $179,427 | 129,084 | 0.00 | 0.00 | 127,859 | 10437.47 | 03-31-2024 |