Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL GRAVITY ASSET MANAGEMENT INC | COMMON STOCK | 4401 | $588,736 | 506 | 0.00 | 506 | +Inf | 09-30-2023 | |
CARMICHAEL HILL & ASSOCIATES INC | CALL | 4402 | $78,870 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GOODMAN ADVISORY GROUP LLC | Common Stock | 4403 | $84,141 | 499 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ANNAPOLIS FINANCIAL SERVICES LLC | COM | 4404 | $78,082 | 495 | 0.00 | 0.00 | -200 | -28.78 | 03-31-2024 |