Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELLINGTON SHIELDS CAPITAL MANAGEMENT LLC | Stock | 2951 | $3,447,116 | 3,815 | 0.00 | 0.00 | -6 | -0.16 | 03-31-2024 |
INTERCONTINENTAL WEALTH ADVISORS LLC | COM | 2952 | $1,613,821 | 3,815 | 0.00 | 0.00 | -3,477 | -47.68 | 06-30-2023 |
OAKWELL PRIVATE WEALTH MANAGEMENT LLC | COM | 2953 | $3,443,467 | 3,811 | 0.00 | 0.00 | 135 | 3.67 | 03-31-2024 |
SPECTRUM STRATEGIC CAPITAL MANAGEMENT LLC | COM | 2954 | $3,439,900 | 3,807 | 0.00 | 0.00 | -715 | -15.81 | 03-31-2024 |