Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL ADVISORS INC | COM | 4701 | $320,000 | 1,600 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
PATRICK MAURO INVESTMENT ADVISOR INC | COM | 4702 | $271,820 | 1,598 | 0.00 | 0.00 | -370 | -18.80 | 12-31-2023 |
KENDALL CAPITAL MANAGEMENT | COM | 4703 | $271,480 | 1,596 | 0.00 | 0.10 | 0 | 0.00 | 12-31-2023 |
KFG WEALTH MANAGEMENT LLC | COM | 4704 | $319,278 | 1,594 | 0.00 | 0.00 | 56 | 3.64 | 03-31-2024 |