Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOVACK ADVISORS INC | CL A | 2151 | $6,060,386 | 12,481 | 0.00 | 0.00 | 1,408 | 12.72 | 03-31-2024 |
CAPITAL INVESTMENT ADVISORY SERVICES LLC | CL A | 2152 | $6,043,694 | 12,446 | 0.00 | 0.00 | -200 | -1.58 | 03-31-2024 |
PRICE MICHAEL F | COM | 2153 | $2,756,000 | 12,395 | 0.33 | 0.41 | 2,000 | 19.24 | 03-31-2022 |
KERCHEVILLE ADVISORS LLC | CL A | 2154 | $3,721,103 | 12,395 | 0.00 | 0.00 | 375 | 3.12 | 09-30-2023 |