Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELCH GROUP LLC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | -110 | -4.29 | 03-31-2024 |
CYPRESS CAPITAL MANAGEMENT LLC | COM | 1402 | $390,000 | 2,452 | 0.05 | 0.05 | 0 | 0.00 | 09-30-2021 |
JOEL ISAACSON & CO LLC | COM | 1403 | $475,741 | 2,450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
STOKES FAMILY OFFICE LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 102 | 4.36 | 12-31-2023 |