Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH MANAGEMENT PARTNERS LLC | CL A | 751 | $1,126,836 | 14,602 | 0.00 | 0.00 | 680 | 4.88 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 752 | $789,082 | 14,460 | 0.00 | 0.00 | 1,770 | 13.95 | 09-30-2023 |
MEANS INVESTMENT CO INC | CL A | 753 | $1,111,872 | 14,408 | 0.00 | 0.00 | 31 | 0.22 | 03-31-2024 |
MONETTA FINANCIAL SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |