Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC | COM | 3351 | $207,453 | 2,142 | 0.00 | 0.00 | 181 | 9.23 | 09-30-2023 |
LM KOHN & COMPANY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -18 | -0.83 | 03-31-2024 |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 3353 | $235,440 | 2,139 | 0.00 | 0.00 | 59 | 2.84 | 12-31-2023 |
PINNACLE PRIVATE WEALTH LLC | COM | 3354 | $232,000 | 2,133 | 0.09 | 2,133 | +Inf | 06-30-2022 |