Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MID-AMERICAN WEALTH ADVISORY GROUP INC | COM | 51 | $268,360 | 21,712 | 0.00 | 0.00 | -6,206 | -22.23 | 12-31-2023 |
SAMALIN INVESTMENT COUNSEL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,578 | -21.52 | 03-31-2024 |
JANNEY MONTGOMERY SCOTT LLC | ETF/Closed End- | 53 | $243,000 | 20,157 | 0.00 | 0.00 | -545 | -2.63 | 09-30-2023 |
SHULMAN DEMEO ASSET MANAGEMENT LLC | COM | 54 | $241,521 | 19,509 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |