Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.04 | 640 | 95.24 | 12-31-2023 |
SECURITY FINANCIAL SERVICES INC | COM | Liquidated | $206,754 | 1,307 | 0.00 | 0.00 | 1,307 | +Inf | 03-31-2024 |
MADDEN ADVISORY SERVICES INC | COM | 4803 | $204,508 | 1,305 | 0.00 | 0.00 | -135 | -9.38 | 12-31-2023 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD | COM | 4804 | $204,000 | 1,305 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |