Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 23,863 | +Inf | 12-31-2023 | |
WATERFRONT WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -751 | -3.08 | 12-31-2023 |
KOVACK ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 500 | 2.22 | 12-31-2023 |
OPPENHEIMER & CO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -17,523 | -44.23 | 12-31-2023 |