Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE HOLDINGS LLC | COM | 1 | $615,789 | 456,140 | 0.00 | 0.00 | 51,522 | 12.73 | 03-31-2024 |
MILESTONE WEALTH LLC | COMMON STOCK | 2 | $8,000 | 18,223 | 0.01 | 0.02 | -18,222 | -50.00 | 06-30-2022 |
E OHMAN J:OR ASSET MANAGEMENT AB | COM | Liquidated | $0 | 0 | 0.00 | 11,200 | +Inf | 03-31-2014 | |
BARD FINANCIAL SERVICES INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 10,420 | +Inf | 12-31-2023 |