Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDOWMENT WEALTH MANAGEMENT INC | COM | 2001 | $695,752 | 1,429 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BELL & BROWN WEALTH ADVISORS LLC | COM | 2002 | $695,752 | 1,429 | 0.00 | 0.00 | 110 | 8.34 | 12-31-2023 |
ROOSEVELT INVESTMENT GROUP LLC | COM | 2003 | $250,000 | 1,429 | 0.02 | 0.03 | 0 | 0.00 | 06-30-2022 |
LOVELESS WEALTH MANAGEMENT LLC | COM | 2004 | $249,000 | 1,426 | 0.16 | 0.35 | 328 | 29.87 | 06-30-2022 |