Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENWOOD GEARHART INC | Stock | 5201 | $173,216 | 1,240 | 0.00 | 1,240 | +Inf | 12-31-2023 | |
VIRTUS FAMILY OFFICE LLC | CL A | 5202 | $128,625 | 1,240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
E FUND MANAGEMENT (HONG KONG) CO LTD | CAP STK CL A | 5203 | $185,000 | 1,226 | 0.12 | 0.04 | 694 | 130.45 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | CAP STK CL A | 5204 | $171,120 | 1,225 | 0.00 | 0.00 | -4 | -0.33 | 12-31-2023 |