Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | COM | 1051 | $708,000 | 9,693 | 0.05 | 0.05 | -570 | -5.55 | 09-30-2021 |
GYL FINANCIAL SYNERGIES LLC | COM | 1052 | $475,175 | 9,660 | 0.00 | 0.00 | -3,406 | -26.07 | 03-31-2024 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1053 | $430,934 | 9,647 | 0.00 | 0.00 | -1,418 | -12.82 | 09-30-2023 |
CANAL CAPITAL MANAGEMENT LLC | COM | 1054 | $474,359 | 9,643 | 0.00 | 0.00 | -3,920 | -28.90 | 03-31-2024 |