Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
44 WEALTH MANAGEMENT LLC | COM | 2951 | $1,553,154 | 10,679 | 0.00 | 0.00 | -2,135 | -16.66 | 06-30-2023 |
IMS CAPITAL MANAGEMENT | COM | 2952 | $1,548,636 | 10,679 | 0.00 | 0.00 | -324 | -2.94 | 09-30-2023 |
CIC WEALTH LLC | COM | 2953 | $2,138,698 | 10,677 | 0.00 | 0.00 | -275 | -2.51 | 03-31-2024 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | Stock | 2954 | $2,137,401 | 10,671 | 0.00 | 0.00 | 5,769 | 117.69 | 03-31-2024 |