Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWA ASSET MANAGEMENT GROUP LLC | COM | 1501 | $246,276 | 2,138 | 0.00 | 2,138 | +Inf | 12-31-2023 | |
NEXT FINANCIAL GROUP INC | COM | 1502 | $416,000 | 2,132 | 0.03 | 0.03 | 280 | 15.12 | 06-30-2021 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 1503 | $225,562 | 2,131 | 0.00 | 0.00 | -319 | -13.02 | 03-31-2024 |
KLR INVESTMENT ADVISORS LLC | COM | 1504 | $202,235 | 2,127 | 0.00 | 0.00 | -282 | -11.71 | 03-31-2024 |