Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD CAPITAL WEALTH ADVISORS | COM NEW | 1801 | $388,441 | 7,551 | 0.00 | 0.00 | 566 | 8.10 | 12-31-2023 |
DELTA ASSET MANAGEMENT LLC/TN | COM NEW | 1802 | $310,430 | 7,548 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SIGMA PLANNING CORP | COM NEW | 1803 | $387,412 | 7,531 | 0.00 | 0.00 | -11,795 | -61.03 | 12-31-2023 |
DIKER MANAGEMENT LLC | COM NEW | 1804 | $474,300 | 7,500 | 0.00 | 0.00 | 3,500 | 87.50 | 03-31-2024 |