Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&R CAPITAL MANAGEMENT INC | Stock | 4351 | $191,548 | 1,572 | 0.00 | 0.00 | -869 | -35.60 | 03-31-2024 |
TUCKER ASSET MANAGEMENT LLC | COM | 4352 | $139,723 | 1,565 | 0.00 | 0.00 | 100 | 6.83 | 06-30-2023 |
AMERICAN RESEARCH & MANAGEMENT CO | com | 4353 | $146,000 | 1,548 | 0.04 | 0.04 | -36 | -2.27 | 09-30-2022 |
ACIMA PRIVATE WEALTH LLC | Stock | Liquidated | $0 | 0 | 0.12 | 0.12 | 0 | 0.00 | 12-31-2023 |