Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASPEN INVESTMENT MANAGEMENT INC | COM | 1801 | $764,000 | 3,355 | 0.39 | 0.35 | 34 | 1.02 | 03-31-2024 |
CARNEGIE CAPITAL ASSET MANAGEMENT LLC | COM | 1802 | $584,177 | 3,353 | 0.00 | 0.01 | 1,531 | 84.03 | 06-30-2023 |
KOVACK ADVISORS INC | COM | 1803 | $763,023 | 3,351 | 0.00 | 0.00 | 270 | 8.76 | 03-31-2024 |
DEFINED WEALTH MANAGEMENT LLC | COM | 1804 | $762,078 | 3,347 | 0.00 | 0.00 | -82 | -2.39 | 03-31-2024 |