Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | CL A | 2701 | $2,310,297 | 6,527 | 0.00 | 0.00 | 128 | 2.00 | 12-31-2023 |
SELWAY ASSET MANAGEMENT | Stock | 2702 | $3,156,270 | 6,500 | 0.00 | 0.00 | -552 | -7.83 | 03-31-2024 |
ARTEMIS WEALTH ADVISORS LLC | CL A | 2703 | $3,156,270 | 6,500 | 0.00 | 6,500 | +Inf | 03-31-2024 | |
ICON ADVISERS INC/CO | CL A | 2704 | $1,951,365 | 6,500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |