Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
USA FINANCIAL FORMULAS | COM NEW | 1301 | $893,962 | 2,240 | 0.00 | 0.00 | 2,198 | 5233.33 | 03-31-2024 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM NEW | 1302 | $882,140 | 2,234 | 0.00 | 0.00 | -684,631 | -99.67 | 03-31-2024 |
DILIGENT INVESTORS LLC | COM NEW | 1303 | $753,325 | 2,233 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WALDRON PRIVATE WEALTH LLC | COM | 1304 | $883,984 | 2,215 | 0.00 | 0.03 | 109 | 5.18 | 03-31-2024 |