Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROBERTS GLORE & CO INC /IL/ | COM | 1351 | $2,367,533 | 8,327 | 0.00 | 0.00 | -132 | -1.56 | 03-31-2024 |
WEALTHSHIELD PARTNERS LLC | COM | 1352 | $2,357,313 | 8,291 | 0.00 | 0.00 | 2,034 | 32.51 | 03-31-2024 |
BREITER CAPITAL MANAGEMENT INC | COM | 1353 | $2,000,000 | 8,272 | 0.99 | 0.84 | 642 | 8.41 | 03-31-2022 |
GRANITE BAY WEALTH MANAGEMENT LLC | COM | 1354 | $2,348,000 | 8,260 | 1.34 | 0.04 | -6,230 | -43.00 | 03-31-2024 |