Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIERSHALE FINANCIAL GROUP INC | COM | 5101 | $45,008 | 420 | 0.00 | 0.00 | -46 | -9.87 | 06-30-2023 |
QUARRY LP | COM | Liquidated | $0 | 0 | 0.00 | 418 | +Inf | 03-31-2024 | |
DHJJ FINANCIAL ADVISORS LTD | COM | 5103 | $47,891 | 412 | 0.00 | 0.00 | -3 | -0.72 | 03-31-2024 |
LYNX INVESTMENT ADVISORY | Stock | 5104 | $47,110 | 409 | 0.00 | 409 | +Inf | 06-30-2024 |