| New | Increased | Maintained | Decreased | Liquidated |
|---|---|---|---|---|
| 2 | 0 | 0 | 0 | 0 |
| Whale | Report Period | Security Type | Quantity | Status | % Change | % Allocation | $ Value | % Change | $ Valuation Price | Sec Link |
|---|---|---|---|---|---|---|---|---|---|---|
| Lountzis Asset Management, Llc | 12-31-2020 | Pfd | 500 | New! | 0.00 | 0.01 | 12,000.00 | 0.00 | 24.00 | Form 13 |
| Retirement Group, Llc | 12-31-2020 | Cl A | 600 | New! | 0.00 | 0.01 | 14,000.00 | 0.00 | 23.33 | Form 13 |
