Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAVID J YVARS GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -690 | -34.07 | 03-31-2024 |
CORECAP ADVISORS LLC | COM | 602 | $283,076 | 1,328 | 0.00 | 0.00 | -420 | -24.03 | 12-31-2023 |
PINNACLE WEALTH ADVISORS | COM | 603 | $255,000 | 1,320 | 0.01 | 1,320 | +Inf | 06-30-2021 | |
LINDBROOK CAPITAL LLC | Stock | 604 | $236,701 | 1,305 | 0.00 | 0.00 | 44 | 3.49 | 03-31-2024 |