Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MYSTIC ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,639 | -31.98 | 12-31-2023 |
1900 WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -588 | -9.50 | 03-31-2024 |
LANDSBERG BENNETT & DUBBANEH LLC | COM | 3653 | $304,000 | 5,601 | 0.04 | 0.05 | -802 | -12.53 | 09-30-2021 |
MUIRFIELD WEALTH ADVISORS LLC | COM | 3654 | $234,851 | 5,597 | 0.00 | 0.00 | -7 | -0.12 | 03-31-2024 |