Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESONANT CAPITAL ADVISORS LLC | COM | 2001 | $1,442,651 | 2,859 | 0.00 | 0.00 | 300 | 11.72 | 03-31-2024 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | 2002 | $1,434,973 | 2,858 | 0.00 | 0.00 | -1,464,778 | -99.81 | 03-31-2024 |
SMITHFIELD TRUST CO | COM | 2003 | $1,455,000 | 2,854 | 0.08 | 0.10 | -13 | -0.45 | 03-31-2024 |
MY LEGACY ADVISORS LLC | COM | 2004 | $1,703,444 | 2,851 | 0.00 | 0.00 | -46 | -1.59 | 12-31-2023 |