Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROTHSCHILD INVESTMENT LLC /IL | LP | 1301 | $151,000 | 10,798 | 0.01 | 10,798 | +Inf | 09-30-2023 | |
KEY CLIENT FIDUCIARY ADVISORS LLC | COM UT LTD PTN | Liquidated | $0 | 0 | 0.00 | 10,779 | +Inf | 03-31-2024 | |
ASHTON THOMAS PRIVATE WEALTH LLC | Stock | 1303 | $127,460 | 10,738 | 0.00 | 10,738 | +Inf | 12-31-2022 | |
WEALTH EFFECTS LLC | COM UT LTD PTN | 1304 | $168,531 | 10,714 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |