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 | 135 | 1.35 | 03-31-2024 |
SOUND INCOME STRATEGIES LLC | COM | 1402 | $296,294 | 10,154 | 0.00 | 0.00 | -12,044 | -54.26 | 03-31-2024 |
CHIRON INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARKOS GLOBAL ADVISORS | Stock | 1404 | $275,000 | 10,060 | 0.06 | 0.04 | 1,710 | 20.48 | 09-30-2023 |