Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGISTER FINANCIAL ADVISORS LLC | COM | 2501 | $2,047,724 | 12,945 | 0.00 | 0.00 | 321 | 2.54 | 03-31-2024 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | COM | 2502 | $2,026,962 | 12,932 | 0.00 | 0.00 | 19 | 0.15 | 12-31-2023 |
MIDWEST WEALTH MANAGEMENT INC | Stock | 2503 | $2,285,000 | 12,895 | 1.39 | 1.29 | 796 | 6.58 | 03-31-2022 |
ASPEN INVESTMENT MANAGEMENT INC | COM | 2504 | $2,033,000 | 12,850 | 1.03 | 1.12 | 31 | 0.24 | 03-31-2024 |