Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRAVE WARRIOR ADVISORS LLC | COM | 5951 | $417,161 | 1,225 | 0.00 | 1,225 | +Inf | 06-30-2023 | |
APPLIED RESEARCH INVESTMENTS LLC | COM | 5952 | $284,000 | 1,220 | 5.73 | 4.99 | -3,171 | -72.22 | 09-30-2022 |
BEACON FINANCIAL PLANNING INC | COM | 5953 | $511,526 | 1,216 | 0.00 | 0.00 | 1 | 0.08 | 03-31-2024 |
JOHNSON MIDWEST FINANCIAL LLC | COM | 5954 | $383,860 | 1,216 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |