Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
C M BIDWELL & ASSOCIATES LTD | COM | 4651 | $71,000 | 586 | 0.06 | 0.21 | -1,190 | -67.00 | 09-30-2022 |
MERCER CAPITAL ADVISERS INC | COM | 4652 | $121,000 | 584 | 0.06 | 0.06 | 438 | 300.00 | 09-30-2021 |
VANTAGE FINANCIAL PARTNERS LTD INC | Equities | 4653 | $520,451 | 576 | 0.00 | 0.00 | -105 | -15.42 | 03-31-2024 |
SECOND HALF FINANCIAL PARTNERS LLC | COM | 4654 | $520,460 | 576 | 0.00 | 0.00 | -3,165 | -84.60 | 03-31-2024 |