Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IAMS WEALTH MANAGEMENT LLC | COM | 1101 | $1,795,446 | 16,025 | 0.00 | 0.00 | 856 | 5.64 | 03-31-2024 |
CALDWELL INVESTMENT MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.00 | 16,000 | +Inf | 12-31-2023 | |
GIFFORD FONG ASSOCIATES | COM | 1103 | $2,036,000 | 16,000 | 0.56 | 0.40 | 0 | 0.00 | 03-31-2024 |
ADIRONDACK RESEARCH & MANAGEMENT INC | COM | 1104 | $1,083,000 | 15,975 | 1.32 | 1.14 | -18 | -0.11 | 09-30-2021 |