Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 279 | 139.50 | 03-31-2024 |
PARK PLACE CAPITAL CORP | Stock | 652 | $28,508 | 459 | 0.00 | 0.00 | 10 | 2.23 | 03-31-2024 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | 653 | $28,070 | 452 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 654 | $70,000 | 448 | 0.01 | 0.01 | 121 | 37.00 | 09-30-2021 |