Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAYDAN WEALTH MANAGEMENT INC | COM | 951 | $530,905 | 7,772 | 0.00 | 0.00 | -378 | -4.64 | 03-31-2024 |
PLATTE RIVER WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 7,705 | +Inf | 12-31-2023 | |
LIVINGSTON GROUP ASSET MANAGEMENT CO (OPERATING AS SOUTHPORT CAPITAL MANAGEMENT) | COM | 953 | $2,762,000 | 7,684 | 0.49 | 7,684 | +Inf | 12-31-2021 | |
INTERSECT CAPITAL LLC | COM | 954 | $432,000 | 7,630 | 0.13 | 0.12 | 5,724 | 300.31 | 06-30-2022 |