Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MAI CAPITAL MANAGEMENT | CS | 2 | $7,000 | 13,000 | 0.00 | 13,000 | +Inf | 09-30-2022 | |
HOLLENCREST CAPITAL MANAGEMENT | Stock | 3 | $8,785 | 5,020 | 0.00 | 0.00 | 2,190 | 77.39 | 03-31-2024 |
ADVISORNET FINANCIAL INC | Stock | 4 | $350 | 200 | 0.00 | 200 | +Inf | 03-31-2024 |