Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DMC GROUP LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,575 | +Inf | 03-31-2024 | |
RMR WEALTH BUILDERS | COM | 852 | $345,227 | 1,574 | 0.00 | 0.00 | 751 | 91.25 | 03-31-2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 853 | $345,000 | 1,572 | 0.01 | 0.01 | 602 | 62.06 | 03-31-2024 |
HEARTLAND BANK & TRUST CO | Com | 854 | $633,531 | 1,563 | 0.00 | 0.00 | -92 | -5.56 | 12-31-2023 |