Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KNOTT DAVID M | Common | 51 | $174,000 | 72,367 | 0.06 | 0.07 | 0 | 0.00 | 09-30-2021 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,500 | 5.12 | 12-31-2023 |
TRUST CO OF TOLEDO NA /OH/ | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,523 | -5.07 | 03-31-2024 |
WEALTHPLAN INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -21,960 | -27.98 | 03-31-2024 |