Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORMULAFOLIO INVESTMENTS LLC | COM | 3751 | $26,000 | 177 | 0.01 | 0.01 | 26 | 17.22 | 06-30-2021 |
NAPLES MONEY MANAGEMENT LLC | Stock | 3752 | $32,489 | 170 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -218 | -57.07 | 03-31-2024 |
WOLFF WIESE MAGANA LLC | COM | 3754 | $30,936 | 162 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |