Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 2401 | $321,255 | 2,524 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OPAL WEALTH ADVISORS LLC | COM | 2402 | $320,746 | 2,520 | 0.00 | 0.00 | 261 | 11.55 | 03-31-2024 |
MEIXLER INVESTMENT MANAGEMENT LTD | COM | Liquidated | $0 | 0 | 0.30 | 2,514 | +Inf | 12-31-2023 | |
SHOKER INVESTMENT COUNSEL INC | COM | 2404 | $322,689 | 2,507 | 0.00 | 0.00 | 16 | 0.64 | 03-31-2024 |