Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 200 | 25.00 | 03-31-2024 |
COSTELLO ASSET MANAGEMENT INC | COM | 452 | $25,730 | 990 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 453 | $23,261 | 895 | 0.00 | 0.00 | 97 | 12.16 | 06-30-2024 |
B RILEY WEALTH MANAGEMENT INC | COM | 454 | $1,859,000 | 840 | 0.00 | 840 | +Inf | 06-30-2022 |