Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOUCHEY FINANCIAL GROUP LTD | COM | 3601 | $558,068 | 1,455 | 0.00 | 0.00 | 1 | 0.07 | 03-31-2024 |
WINDSOR WEALTH MANAGEMENT INC | COM | 3602 | $439,000 | 1,454 | 0.08 | 0.08 | -50 | -3.32 | 09-30-2023 |
F3LOGIC LLC | COM | 3603 | $458,777 | 1,452 | 0.00 | 0.09 | -151 | -9.42 | 12-31-2022 |
HENGEHOLD CAPITAL MANAGEMENT LLC | COM | 3604 | $556,827 | 1,452 | 0.00 | 0.00 | -61 | -4.03 | 03-31-2024 |