Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESCOTT GROUP CAPITAL MANAGEMENT LLC | COM | 1001 | $3,521,000 | 34,719 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
180 WEALTH ADVISORS LLC | COM | 1002 | $2,719,265 | 34,702 | 0.00 | 0.00 | 2,810 | 8.81 | 03-31-2023 |
1776 WEALTH LLC | Common | 1003 | $3,518,989 | 34,697 | 0.00 | 34,697 | +Inf | 03-31-2024 | |
COLONIAL TRUST CO / SC | Stock | 1004 | $3,254,227 | 34,690 | 0.00 | 0.00 | 5,448 | 18.63 | 12-31-2023 |