Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESSLER INVESTMENT GROUP LLC | COM | 501 | $172,311 | 6,046 | 0.00 | 0.00 | -350 | -5.47 | 03-31-2024 |
ELGETHUN CAPITAL MANAGEMENT | COM | 502 | $100,769 | 5,808 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SIGNATUREFD LLC | COM | 503 | $165,357 | 5,802 | 0.00 | 0.00 | 530 | 10.05 | 03-31-2024 |
ENTRYPOINT CAPITAL LLC | COM | 504 | $159,258 | 5,588 | 0.00 | 5,588 | +Inf | 03-31-2024 |