Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PIN OAK INVESTMENT ADVISORS INC | COM | 701 | $102,000 | 1,013 | 0.10 | 0.13 | 0 | 0.00 | 12-31-2023 |
FOUNDERS CAPITAL MANAGEMENT | SH BEN INT | 702 | $93,480 | 950 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | SH BEN INT | 703 | $110,000 | 916 | 0.01 | 916 | +Inf | 09-30-2022 | |
NEXT FINANCIAL GROUP INC | SH BEN INT | 704 | $122,000 | 914 | 0.01 | 0.01 | -6 | -0.65 | 06-30-2021 |