Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERACTIVE FINANCIAL ADVISORS INC | COM | 2001 | $284,270 | 3,500 | 0.00 | 0.00 | 300 | 9.38 | 12-31-2023 |
CORDASCO FINANCIAL NETWORK | COM | 2002 | $207,000 | 3,482 | 0.13 | 0.19 | -584 | -14.36 | 03-31-2022 |
TUCKER ASSET MANAGEMENT LLC | COM | 2003 | $267,587 | 3,472 | 0.00 | 0.00 | 419 | 13.72 | 06-30-2023 |
HARBOUR TRUST & INVESTMENT MANAGEMENT CO | Com | 2004 | $281,105 | 3,470 | 0.00 | 3,470 | +Inf | 12-31-2023 |