Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILLSDALE INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -800 | -11.19 | 03-31-2024 |
LOVELESS WEALTH MANAGEMENT LLC | COM | 752 | $523,000 | 6,348 | 0.34 | 0.30 | 840 | 15.25 | 06-30-2022 |
BRANDYWINE OAK PRIVATE WEALTH LLC | COM | 753 | $780,508 | 6,300 | 0.00 | 0.00 | -1,096 | -14.82 | 03-31-2024 |
CLEARALPHA TECHNOLOGIES LP | COM | Liquidated | $0 | 0 | 0.00 | 6,245 | +Inf | 03-31-2024 |