Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC | COM | 801 | $1,023,260 | 21,679 | 0.00 | 0.29 | -76 | -0.35 | 12-31-2022 |
CUTLER GROUP LLC / CA | COM | 802 | $775,000 | 21,643 | 0.25 | 0.24 | -43,818 | -66.94 | 03-31-2024 |
HYMAN CHARLES D | COM | 803 | $767,000 | 21,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 804 | $766,259 | 21,380 | 0.00 | 0.00 | 11,240 | 110.85 | 03-31-2024 |