Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 37,921 | +Inf | 03-31-2024 | |
BLAIR WILLIAM & CO/IL | COM | 502 | $2,953,516 | 37,634 | 0.00 | 0.00 | -601 | -1.57 | 03-31-2024 |
GREENWICH WEALTH MANAGEMENT LLC | COM | 503 | $2,789,000 | 37,578 | 0.28 | 0.27 | 176 | 0.47 | 12-31-2023 |
ANDERSON HOAGLAND & CO | COM | 504 | $2,891,858 | 36,736 | 0.00 | 0.00 | -782 | -2.08 | 12-31-2023 |