Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORMIDABLE ASSET MANAGEMENT LLC | COM SHS | 151 | $118,641 | 21,300 | 0.00 | 21,300 | +Inf | 03-31-2024 | |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM SHS | 152 | $115,552 | 20,745 | 0.00 | 0.00 | 10,085 | 94.61 | 03-31-2024 |
FORMIDABLE ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 20,300 | +Inf | 03-31-2024 | |
SOUTH SHORE CAPITAL ADVISORS | COM SHS | 154 | $102,000 | 20,048 | 0.24 | 0.22 | 0 | 0.00 | 09-30-2022 |