Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALLAN CAPITAL LLC | COM | 2051 | $588,831 | 2,259 | 0.00 | 0.00 | 124 | 5.81 | 12-31-2023 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | COM | 2052 | $476,799 | 2,258 | 0.00 | 0.05 | 583 | 34.81 | 06-30-2023 |
DORCHESTER WEALTH MANAGEMENT CO | COM | 2053 | $587,788 | 2,255 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DCF ADVISERS LLC | COM | 2054 | $477,970 | 2,250 | 0.00 | 2,250 | +Inf | 03-31-2023 |