Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | COM | 101 | $138,675 | 10,676 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | CEF | 102 | $138,564 | 10,667 | 0.00 | 10,667 | +Inf | 03-31-2024 | |
PRIME CAPITAL INVESTMENT ADVISORS LLC | Stock | 103 | $128,190 | 10,405 | 0.00 | 0.00 | -2,037 | -16.37 | 12-31-2023 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | HIGH YIELD BOND FUND IN COM | Liquidated | $134,000 | 10,347 | 0.00 | 0.00 | 10,347 | +Inf | 03-31-2024 |