Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 58 | +Inf | 12-31-2023 | |
RAKUTEN SECURITIES INC | COM | 1002 | $3,218 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
THOMAS J HERZFELD ADVISORS INC | COM | 1003 | $2,528 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
LGT FINANCIAL ADVISORS LLC | COM | 1004 | $3,089 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |