Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH ADVISORS LLC | COM | 2301 | $2,449,219 | 15,626 | 0.00 | 0.00 | -183 | -1.16 | 12-31-2023 |
INLET PRIVATE WEALTH LLC | COM | 2302 | $2,447,652 | 15,616 | 0.00 | 0.00 | -4,773 | -23.41 | 12-31-2023 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | 2303 | $2,463,504 | 15,614 | 0.00 | 0.02 | -2,074,770 | -99.25 | 03-31-2024 |
HOHIMER WEALTH MANAGEMENT LLC | COM | 2304 | $2,446,241 | 15,607 | 0.00 | 0.00 | -746 | -4.56 | 12-31-2023 |