Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $424,658 | 18,320 | 0.00 | 0.00 | 2,269 | 14.14 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 152 | $424,658 | 18,320 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GILMAN HILL ASSET MANAGEMENT LLC | COM | 153 | $409,289 | 17,657 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARINER LLC | COM | 154 | $389,010 | 16,782 | 0.00 | 0.00 | -1,579 | -8.60 | 03-31-2024 |