Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 1701 | $811,387 | 8,000 | 0.00 | 0.00 | 86 | 1.09 | 03-31-2024 |
BANK JULIUS BAER & CO LTD ZURICH | COM | 1702 | $811,360 | 8,000 | 0.00 | 0.01 | -8,632 | -51.90 | 03-31-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1703 | $809,737 | 7,984 | 0.00 | 0.00 | -229 | -2.79 | 03-31-2024 |
ARMSTRONG HENRY H ASSOCIATES INC | Common | Liquidated | $0 | 0 | 0.00 | 0.00 | -450 | -5.34 | 03-31-2024 |