Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1620 INVESTMENT ADVISORS INC | COM | 1351 | $310,019 | 16,904 | 0.00 | 0.00 | -302 | -1.76 | 03-31-2024 |
KOWAL INVESTMENT GROUP LLC | COM | 1352 | $309,186 | 16,859 | 0.00 | 0.00 | 2,223 | 15.19 | 03-31-2024 |
DGS CAPITAL MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 16,800 | +Inf | 06-30-2023 | |
KPP ADVISORY SERVICES LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 16,655 | +Inf | 03-31-2024 |