Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | CALL | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LIVELSBERGER FINANCIAL ADVISORY | COM | 1702 | $24,105 | 99 | 0.00 | 99 | +Inf | 12-31-2023 | |
JFS WEALTH ADVISORS LLC | COM | 1703 | $25,782 | 99 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTMENT RESEARCH & ADVISORY GROUP INC | COM | 1704 | $25,261 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |