Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOSHINSKI ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,004 | -66.76 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | COM | 1802 | $110,000 | 500 | 0.01 | 500 | +Inf | 12-31-2021 | |
GOODMAN ADVISORY GROUP LLC | Common Stock | 1803 | $208,586 | 499 | 0.00 | 0.00 | 7 | 1.42 | 03-31-2024 |
BEAUMONT FINANCIAL ADVISORS LLC | Stock | 1804 | $205,243 | 491 | 0.00 | 491 | +Inf | 03-31-2024 |