Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW ENGLAND ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -104,295 | -99.05 | 12-31-2023 |
LARSON FINANCIAL GROUP LLC | COM | 2452 | $69,683 | 994 | 0.00 | 0.00 | 305 | 44.27 | 12-31-2023 |
ALPHA PARADIGM PARTNERS LLC | COM | 2453 | $69,000 | 967 | 0.00 | 0.00 | -614 | -38.84 | 12-31-2022 |
AVION WEALTH | COM | 2454 | $70,000 | 965 | 0.02 | 0.01 | 246 | 34.21 | 03-31-2024 |