Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANNELL & CO | COM | 2551 | $202,949 | 1,425 | 0.00 | 1,425 | +Inf | 12-31-2023 | |
CORNERSTONE WEALTH GROUP LLC | COM | 2552 | $252,423 | 1,424 | 0.00 | 1,424 | +Inf | 03-31-2024 | |
TRUST CO OF VIRGINIA /VA | COM | 2553 | $234,697 | 1,417 | 0.00 | 1,417 | +Inf | 03-31-2023 | |
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | COM | 2554 | $201,525 | 1,415 | 0.00 | 1,415 | +Inf | 12-31-2023 |