Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 3.24 | 12-31-2023 |
HOOVER FINANCIAL ADVISORS INC | COM NEW | 1402 | $9,000 | 191 | 0.00 | 0.01 | -695 | -78.44 | 06-30-2021 |
COSTELLO ASSET MANAGEMENT INC | COM NEW | 1403 | $14,852 | 190 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINNACLE BANCORP INC | COM NEW | 1404 | $14,461 | 185 | 0.00 | 0.00 | -51 | -21.61 | 03-31-2024 |