Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JMAC ENTERPRISES LLC | COM | 2001 | $763,473 | 4,230 | 0.00 | 0.00 | -730 | -14.72 | 03-31-2024 |
ARS INVESTMENT PARTNERS LLC | COM | 2002 | $762,751 | 4,226 | 0.00 | 0.00 | -13 | -0.31 | 03-31-2024 |
VANTAGE FINANCIAL PARTNERS LTD INC | Equities | 2003 | $622,807 | 4,225 | 0.00 | 0.00 | 25 | 0.60 | 12-31-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 2004 | $762,029 | 4,222 | 0.00 | 0.00 | 551 | 15.01 | 03-31-2024 |