Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOWAL INVESTMENT GROUP LLC | CL A | 2001 | $338,519 | 4,836 | 0.00 | 0.00 | -800 | -14.19 | 03-31-2024 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | CL A | 2002 | $337,470 | 4,821 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GILMAN HILL ASSET MANAGEMENT LLC | CL A | 2003 | $337,400 | 4,820 | 0.00 | 0.00 | -104 | -2.11 | 03-31-2024 |
FINANCIAL SECURITY ADVISOR INC | Common Stock | 2004 | $338,872 | 4,812 | 0.00 | 0.00 | -40 | -0.82 | 03-31-2024 |