Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SELWAY ASSET MANAGEMENT | Stock | 4751 | $293,472 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | CAP STK CL C | 4752 | $293,452 | 1,600 | 0.00 | 0.00 | -1,660 | -50.92 | 06-30-2024 |
ISRAEL DISCOUNT BANK OF NEW YORK | CAP STK CL C | Liquidated | $0 | 0 | 0.00 | 0.00 | -75 | -4.48 | 06-30-2024 |
SENTINEL PENSION ADVISORS INC | CAP STK CL C | 4754 | $292,952 | 1,597 | 0.00 | 1,597 | +Inf | 06-30-2024 |