Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 24 | +Inf | 03-31-2024 | |
TEAM FINANCIAL GROUP LLC | ADR | 1752 | $3,487 | 24 | 0.00 | 24 | +Inf | 12-31-2023 | |
COWEN PRIME ADVISORS LLC | Stock | 1753 | $3,990 | 23 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ASPIRE PRIVATE CAPITAL LLC | SPON ADR NEW | 1754 | $3,272 | 22 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |