Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SKBA CAPITAL MANAGEMENT LLC | COM | Liquidated | $200,651 | 3,700 | 0.00 | 0.00 | 3,700 | +Inf | 03-31-2024 |
ARBOR WEALTH MANAGEMENT LLC | COM | 3102 | $230,000 | 3,694 | 0.05 | 3,694 | +Inf | 12-31-2021 | |
SEED PLANNING GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -59 | -1.57 | 12-31-2023 |
CERTIFIED ADVISORY CORP | Stock | Liquidated | $0 | 0 | 0.00 | 3,686 | +Inf | 12-31-2023 |