Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMEL CAPITAL PARTNERS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 03-31-2024 | |
NEW MILLENNIUM GROUP LLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CORDASCO FINANCIAL NETWORK | SHS | 703 | $2,000 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 704 | $1,212 | 33 | 0.00 | 33 | +Inf | 03-31-2024 |