Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORMIDABLE ASSET MANAGEMENT LLC | COM | 1651 | $276,897 | 4,780 | 0.00 | 0.00 | 419 | 9.61 | 03-31-2024 |
LLOYD ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,778 | +Inf | 03-31-2024 | |
NEWMAN DIGNAN & SHEERAR INC | COM | 1653 | $253,039 | 4,751 | 0.00 | 0.00 | -399 | -7.75 | 06-30-2023 |
KING WEALTH MANAGEMENT GROUP | COM | 1654 | $274,000 | 4,730 | 0.05 | 0.05 | 0 | 0.00 | 03-31-2024 |