Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 951 | $7,580 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
SACHETTA LLC | COM | 952 | $8,239 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST PACIFIC FINANCIAL | COM | 953 | $7,581 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
JFS WEALTH ADVISORS LLC | COM | 954 | $7,581 | 40 | 0.00 | 0.00 | -40 | -50.00 | 03-31-2024 |