Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIAMANT ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DIAMANT ASSET MANAGEMENT INC | Stock | 1752 | $3,740,100 | 9,750 | 0.00 | 0.00 | -2 | -0.02 | 03-31-2024 |
BEATON MANAGEMENT CO INC | Common | 1753 | $3,729,000 | 9,720 | 2.03 | 1.91 | 5 | 0.05 | 03-31-2024 |
BOSS RETIREMENT ADVISORS LLC | COM | 1754 | $2,926,920 | 9,687 | 0.00 | 0.00 | -561 | -5.47 | 12-31-2023 |