Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCF ADVISORS LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,494 | -74.40 | 12-31-2023 |
NAPLES MONEY MANAGEMENT LLC | Stock | 1852 | $8,317 | 509 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRG FAMILY WEALTH ADVISORS LLC | UNIT 99/99/9999 | 1853 | $7,410 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
MARYLAND CAPITAL ADVISORS INC | UNIT 99/99/9999 | 1854 | $8,170 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |