Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HALL LAURIE J TRUSTEE | COM UT LTD PTN | Liquidated | $0 | 0 | 0.06 | 12,004 | +Inf | 03-31-2024 | |
WEALTHSOURCE PARTNERS LLC | COM UT LTD PTN | 1252 | $148,409 | 11,901 | 0.00 | 0.02 | -8,772 | -42.43 | 03-31-2023 |
SOVEREIGN FINANCIAL GROUP INC | COM UT LTD PTN | 1253 | $187,140 | 11,897 | 0.00 | 11,897 | +Inf | 03-31-2024 | |
DUDLEY CAPITAL MANAGEMENT LLC | COM UT LTD PTN | 1254 | $186,507 | 11,887 | 0.00 | 0.00 | -6,000 | -33.54 | 03-31-2024 |