Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LM KOHN & COMPANY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 125 | 1.68 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | 1202 | $551,803 | 7,546 | 0.00 | 0.01 | 2,927 | 63.37 | 12-31-2023 |
PERIGON WEALTH MANAGEMENT LLC | COM | 1203 | $612,530 | 7,545 | 0.00 | 0.00 | 1,503 | 24.88 | 03-31-2024 |
LM KOHN & COMPANY | Common Stock | 1204 | $611,024 | 7,527 | 0.00 | 7,527 | +Inf | 03-31-2024 |