Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHARDSON FINANCIAL SERVICES INC | Common Stock | 2651 | $2,587 | 20 | 0.00 | 20 | +Inf | 03-31-2024 | |
TOWER VIEW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 03-31-2024 | |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 2653 | $2,425 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BUCK WEALTH STRATEGIES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |