Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NTV ASSET MANAGEMENT LLC | COM | 1501 | $515,034 | 2,556 | 0.00 | 0.00 | 390 | 18.01 | 03-31-2024 |
LAIDLAW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 537 | 26.64 | 12-31-2023 |
WELCH GROUP LLC | COMMON | 1503 | $513,624 | 2,549 | 0.00 | 2,549 | +Inf | 03-31-2024 | |
SJS INVESTMENT CONSULTING INC | COM | 1504 | $512,012 | 2,541 | 0.00 | 0.00 | 145 | 6.05 | 03-31-2024 |