Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KARPAS STRATEGIES LLC | Stock | 651 | $8,303,894 | 47,666 | 0.00 | 0.00 | -69 | -0.14 | 03-31-2024 |
SKY INVESTMENT GROUP LLC | COM | 652 | $8,269,574 | 47,469 | 0.00 | 0.00 | -765 | -1.59 | 03-31-2024 |
VIKING FUND MANAGEMENT LLC | Common Stock | 653 | $8,187,870 | 47,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 654 | $8,070,914 | 46,329 | 0.00 | 0.00 | 3,349 | 7.79 | 03-31-2024 |