Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OCCIDENTAL ASSET MANAGEMENT LLC | COM SH BEN INT | 101 | $206,272 | 24,882 | 0.00 | 0.00 | 3,919 | 18.69 | 03-31-2024 |
SUCCESSFUL PORTFOLIOS LLC | COM SH BEN INT | 102 | $198,200 | 24,590 | 0.00 | 0.00 | 11,026 | 81.29 | 12-31-2023 |
CAROLINAS WEALTH CONSULTING LLC | COM SH BEN INT | 103 | $193,422 | 23,828 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KOVACK ADVISORS INC | COM SH BEN INT | 104 | $192,340 | 23,201 | 0.00 | 0.00 | 479 | 2.11 | 03-31-2024 |