Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LANDAAS & CO /WI /ADV | COM | 4601 | $397,000 | 2,840 | 0.00 | 2,840 | +Inf | 12-31-2023 | |
GALLAGHER FIDUCIARY ADVISORS LLC | CAP STK CL A | 4602 | $396,720 | 2,840 | 0.00 | 2,840 | +Inf | 12-31-2023 | |
DSC ADVISORS LP | CAP STK CL A | 4603 | $371,381 | 2,838 | 0.00 | 1.24 | 1,548 | 120.00 | 09-30-2023 |
KARP CAPITAL MANAGEMENT CORP | CAP STK CL A | 4604 | $7,863,000 | 2,827 | 1.14 | 1.58 | -1,543 | -35.31 | 03-31-2022 |