Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COSTELLO ASSET MANAGEMENT INC | COM | 951 | $8,547 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 952 | $7,000 | 299 | 0.00 | 0.00 | 119 | 66.11 | 06-30-2021 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 223 | 309.72 | 12-31-2023 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 954 | $8,376 | 294 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |