Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSHIELD PARTNERS LLC | COM | 2501 | $2,025,926 | 12,807 | 0.00 | 0.00 | -748 | -5.52 | 03-31-2024 |
MENDEL MONEY MANAGEMENT | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EDGEMOOR INVESTMENT ADVISORS INC | COM | 2503 | $2,003,350 | 12,781 | 0.00 | 0.00 | -100 | -0.78 | 12-31-2023 |
KULA INVESTMENTS LLC | COM | 2504 | $1,980,900 | 12,780 | 0.00 | 12,780 | +Inf | 03-31-2023 |