Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | CLOSED END MUTL FUND | Liquidated | $0 | 0 | 0.00 | 3,445 | +Inf | 12-31-2023 | |
PCA INVESTMENT ADVISORY SERVICES INC | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 3,317 | +Inf | 03-31-2024 | |
ANCORA ADVISORS LLC | CLSD FD | 353 | $33,366 | 3,199 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CHILTON CAPITAL MANAGEMENT LLC | COM SH BEN INT | 354 | $38,960 | 3,183 | 0.00 | 0.00 | -2,700 | -45.89 | 03-31-2024 |