Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCORA ADVISORS LLC | COM | 1901 | $39,834 | 900 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CREWE ADVISORS LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -35 | -3.76 | 12-31-2023 |
HERITAGE WEALTH MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.01 | 408 | 88.70 | 12-31-2023 |
BROUWER & JANACHOWSKI LLC | CL A | 1904 | $207,000 | 861 | 0.04 | 0.04 | 10 | 1.18 | 09-30-2021 |