Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,078 | 98.26 | 12-31-2023 |
SHOKER INVESTMENT COUNSEL INC | COM | 852 | $232,373 | 10,241 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
US CAPITAL WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 0.09 | 03-31-2024 |
HENNION & WALSH ASSET MANAGEMENT INC | COM | 854 | $230,015 | 10,115 | 0.00 | 0.00 | -308 | -2.96 | 03-31-2024 |