Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
20/20 CAPITAL MANAGEMENT INC | COM | 1401 | $225,000 | 806 | 0.06 | 806 | +Inf | 06-30-2021 | |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM | 1402 | $47,640 | 800 | 0.00 | 0.00 | -110 | -12.09 | 03-31-2024 |
CNB BANK | COM | 1403 | $46,449 | 780 | 0.00 | 0.00 | -237 | -23.30 | 03-31-2024 |
CASTLEVIEW PARTNERS LLC | COM | 1404 | $45,717 | 769 | 0.00 | 0.00 | 759 | 7590.00 | 12-31-2023 |