Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREY FOX WEALTH ADVISORS LLC | Common Stock | 801 | $283,081 | 1,726 | 0.00 | 0.00 | -325 | -15.85 | 03-31-2024 |
BREED'S HILL CAPITAL LLC | ORD | 802 | $282,918 | 1,725 | 0.00 | 1,725 | +Inf | 03-31-2024 | |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | ORD | 803 | $282,000 | 1,722 | 0.01 | 0.00 | 239 | 16.12 | 03-31-2024 |
KATHMERE CAPITAL MANAGEMENT LLC | ORD | 804 | $281,933 | 1,719 | 0.00 | 0.00 | 75 | 4.56 | 03-31-2024 |