Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESURGENT FINANCIAL ADVISORS LLC | COM NEW | 2351 | $229,977 | 3,636 | 0.00 | 0.00 | -1,518 | -29.45 | 03-31-2024 |
PEOPLES BANK /OH | COMMON STOCK | 2352 | $229,877 | 3,635 | 0.00 | 3,635 | +Inf | 03-31-2024 | |
INVESTMARK ADVISORY GROUP LLC | COM NEW | Liquidated | $229,103 | 3,623 | 0.00 | 0.28 | 3,623 | +Inf | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 2354 | $148,692 | 3,615 | 0.00 | 0.00 | 1,251 | 52.92 | 09-30-2023 |