Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORG PARTNERS LLC | KYN | Liquidated | $0 | 0 | 0.00 | 32,122 | +Inf | 03-31-2024 | |
COMMERCE BANK | COM | 152 | $320,649 | 32,033 | 0.00 | 0.00 | 2,700 | 9.20 | 03-31-2024 |
SCHECHTER INVESTMENT ADVISORS LLC | CEF | 153 | $316,146 | 31,583 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
180 WEALTH ADVISORS LLC | COM | 154 | $267,676 | 30,981 | 0.00 | 0.00 | -272 | -0.87 | 03-31-2023 |