Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MENDEL MONEY MANAGEMENT | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -143 | -4.14 | 12-31-2023 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | SHS | 952 | $972,000 | 3,312 | 0.07 | 0.06 | -17 | -0.51 | 09-30-2021 |
PINNACLE WEALTH ADVISORS | SHS | 953 | $916,000 | 3,171 | 0.04 | 3,171 | +Inf | 06-30-2021 | |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.09 | 0.09 | -80 | -2.48 | 12-31-2023 |