Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIDIAN WEALTH SOLUTIONS LLC | COM | 1301 | $391,459 | 1,818 | 0.00 | 0.00 | 137 | 8.15 | 03-31-2024 |
COHEN CAPITAL MANAGEMENT INC | Stock | 1302 | $379,080 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ZEKE CAPITAL ADVISORS LLC | Stock | 1303 | $317,000 | 1,792 | 0.02 | 0.03 | -407 | -18.51 | 09-30-2022 |
ROTHSCHILD INVESTMENT LLC /IL | COM | 1304 | $358,000 | 1,786 | 0.03 | 0.02 | 397 | 28.58 | 09-30-2023 |