Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 2801 | $371,546 | 1,290 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
20/20 CAPITAL MANAGEMENT INC | COM | 2802 | $314,000 | 1,289 | 0.08 | 0.09 | 61 | 4.97 | 06-30-2021 |
STEELE CAPITAL MANAGEMENT INC | COM | 2803 | $366,310 | 1,288 | 0.00 | 0.00 | 257 | 24.93 | 03-31-2024 |
SUMMIT FINANCIAL GROUP INC | COM | 2804 | $365,919 | 1,287 | 0.00 | 0.00 | -36 | -2.72 | 03-31-2024 |