Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN RESEARCH & MANAGEMENT CO | com | 1101 | $57,000 | 850 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
ALPHAMARK ADVISORS LLC | COM | 1102 | $51,000 | 576 | 0.02 | 576 | +Inf | 03-31-2024 | |
CORDASCO FINANCIAL NETWORK | COM | 1103 | $42,000 | 505 | 0.03 | 0.02 | 0 | 0.00 | 03-31-2022 |