Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARCUM WEALTH LLC | CL A | 2051 | $225,219 | 1,331 | 0.00 | 0.00 | -50 | -3.62 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC | COMMON STOCK | 2052 | $225,049 | 1,330 | 0.00 | 1,330 | +Inf | 03-31-2024 | |
RENASANT BANK | Common Stock | 2053 | $224,204 | 1,325 | 0.00 | 0.00 | -19 | -1.41 | 03-31-2024 |
LM KOHN & COMPANY | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 8.16 | 03-31-2024 |