Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JUPITER WEALTH MANAGEMENT LLC | COM | 1351 | $1,157,310 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRELUDE CAPITAL MANAGEMENT LLC | COM | 1352 | $981,330 | 3,000 | 0.00 | 0.03 | -736 | -19.70 | 03-31-2023 |
SENDERO WEALTH MANAGEMENT LLC | COM | 1353 | $1,248,476 | 2,989 | 0.00 | 0.00 | -1,212 | -28.85 | 03-31-2024 |
FINANCIAL SECURITY ADVISOR INC | Common Stock | 1354 | $1,244,606 | 2,980 | 0.00 | 0.00 | -137 | -4.40 | 03-31-2024 |