Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNET INVESTMENT ADVISORY GROUP INC | COM | 1601 | $1,244,144 | 2,745 | 0.00 | 0.00 | 20 | 0.73 | 12-31-2023 |
KOVACK ADVISORS INC | COM | 1602 | $1,248,502 | 2,745 | 0.00 | 0.00 | -162 | -5.57 | 03-31-2024 |
LESTER MURRAY ANTMAN DBA SIMPLYRICH | COM | 1603 | $1,248,000 | 2,743 | 0.40 | 0.43 | 14 | 0.51 | 03-31-2024 |
QUOTIENT WEALTH PARTNERS LLC | COM | 1604 | $1,244,802 | 2,737 | 0.00 | 2,737 | +Inf | 03-31-2024 |