Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | COM | 1601 | $9,455 | 3 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL ADVISORS LTD LLC | COM | 1602 | $9,000 | 3 | 0.00 | 0.00 | 1 | 50.00 | 03-31-2024 |
ARCHER INVESTMENT CORP | Stock | 1603 | $5,080 | 2 | 0.00 | 2 | +Inf | 09-30-2023 | |
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |