Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOLSTEIN CAPITAL LLC | COM | 4801 | $9,645 | 119 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
KNOTT DAVID M JR | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 4803 | $10,474 | 116 | 0.00 | 116 | +Inf | 12-31-2023 | |
BIVIN & ASSOCIATES INC | COM | 4804 | $11,000 | 115 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |