Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH PLANNING LLC | COM | 5651 | $685,000 | 3,992 | 0.46 | 0.56 | -150 | -3.62 | 03-31-2024 |
PHRACTION MANAGEMENT LLC | COM | 5652 | $767,810 | 3,988 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | COM | 5653 | $8,291,000 | 3,987 | 2.88 | 0.00 | -570 | -12.51 | 03-31-2024 |
GLEASON GROUP INC | COM | 5654 | $681,645 | 3,975 | 0.00 | 0.00 | -838 | -17.41 | 03-31-2024 |