Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -51 | -34.23 | 12-31-2023 |
CSAT INVESTMENT ADVISORY LP | COM | 2302 | $9,000 | 97 | 0.01 | 97 | +Inf | 03-31-2021 | |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 2303 | $11,435 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 96 | +Inf | 03-31-2024 |