Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | 101 | $292,600 | 26,600 | 0.00 | 0.04 | -247,767 | -90.30 | 03-31-2024 |
WELLSPRING FINANCIAL ADVISORS LLC | COM | 102 | $293,132 | 26,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | COM | 103 | $288,834 | 26,450 | 0.00 | 0.00 | -9,988 | -27.41 | 06-30-2023 |
B RILEY WEALTH ADVISORS INC | COM | 104 | $252,998 | 26,120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |