Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORMAN FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC | COM | 1551 | $965,000 | 2,350 | 0.36 | 0.38 | 0 | 0.00 | 03-31-2024 |
ALETHEIAN WEALTH ADVISORS LLC | COM | 1552 | $964,828 | 2,349 | 0.00 | 0.00 | 487 | 26.15 | 03-31-2024 |
SIPPICAN CAPITAL ADVISORS | COM | 1553 | $961,132 | 2,340 | 0.00 | 0.00 | -175 | -6.96 | 03-31-2024 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1554 | $938,000 | 2,315 | 0.13 | 0.11 | 400 | 20.89 | 06-30-2023 |