Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 101 | $33,562 | 2,533 | 0.00 | 0.00 | -1,567 | -38.22 | 03-31-2024 |
FOUNDERS CAPITAL MANAGEMENT | COM | 102 | $26,500 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PIERSHALE FINANCIAL GROUP INC | COM | 103 | $18,520 | 1,538 | 0.00 | 0.00 | 24 | 1.59 | 06-30-2023 |
COVINGTON CAPITAL MANAGEMENT | COM | 104 | $16,000 | 1,500 | 0.00 | 1,500 | +Inf | 06-30-2022 |