Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALUMBO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 8,030 | +Inf | 12-31-2023 | |
ABLES IANNONE MOORE & ASSOCIATES INC | Stock | 1602 | $492,560 | 8,000 | 0.00 | 8,000 | +Inf | 12-31-2023 | |
ARTEMIS WEALTH ADVISORS LLC | COM | 1603 | $615,920 | 8,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REGAL PARTNERS LTD | COM | 1604 | $616,000 | 8,000 | 0.06 | 8,000 | +Inf | 03-31-2024 |