Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KLR INVESTMENT ADVISORS LLC | COM | 651 | $200,250 | 436 | 0.00 | 0.00 | -18 | -3.96 | 03-31-2024 |
PEGASUS PARTNERS LTD | COM | Liquidated | $212,122 | 434 | 0.00 | 0.00 | 434 | +Inf | 03-31-2024 |
SYSTEMATIC PORTFOLIOS LLC | COM | 653 | $211,634 | 433 | 0.00 | 433 | +Inf | 03-31-2024 | |
OPTIMIST RETIREMENT GROUP LLC | COM | 654 | $209,189 | 428 | 0.00 | 428 | +Inf | 03-31-2024 |