Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERKSHIRE CAPITAL HOLDINGS INC | CVNA | 801 | $529 | 10 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RICHARD W PAUL & ASSOCIATES LLC | CL A | 802 | $529 | 10 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INVESTORS RESEARCH CORP | CL A | 803 | $529 | 10 | 0.00 | 10 | +Inf | 12-31-2023 | |
SJS INVESTMENT CONSULTING INC | CL A | 804 | $792 | 9 | 0.00 | 0.00 | 1 | 12.50 | 03-31-2024 |