Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOVACK ADVISORS INC | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FOUNDERS FINANCIAL ALLIANCE LLC | COM SH BEN INT | 202 | $165,152 | 10,089 | 0.00 | 10,089 | +Inf | 03-31-2024 | |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | COM SH BEN INT | 203 | $140,882 | 10,063 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
STOCK YARDS BANK & TRUST CO | MUTUAL FUNDS - | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |