Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PIERSHALE FINANCIAL GROUP INC | 07-06-2023 | 06-30-2023 | 269 | 156,930,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | 301 | $2,040 | 38 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| PIEDMONT LITHIUM INC | COM | 302 | $1,962 | 34 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| THE LION ELECTRIC COMPANY | COMMON STOCK | 303 | $1,850 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NIO INC | SPON ADS | 304 | $1,744 | 180 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
