Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AJ WEALTH STRATEGIES LLC | COM | 801 | $684,029 | 4,698 | 0.00 | 0.03 | 58 | 1.25 | 06-30-2023 |
KOVACK ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 594 | 14.52 | 03-31-2024 |
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 803 | $590,580 | 4,632 | 0.00 | 4,632 | +Inf | 12-31-2022 | |
IMPAX ASSET MANAGEMENT GROUP PLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 297 | 6.90 | 03-31-2024 |