Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEDMONT PRIVATE CAPITAL | COM | 1101 | $231,235 | 2,072 | 0.00 | 2,072 | +Inf | 03-31-2024 | |
LEVEL FOUR ADVISORY SERVICES LLC | COM | 1102 | $206,060 | 2,072 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NADLER FINANCIAL GROUP INC | COM | 1103 | $220,579 | 2,070 | 0.00 | 0.00 | -102 | -4.70 | 03-31-2024 |
SUMMIT ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |