Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MGO ONE SEVEN LLC | COM STK | 2001 | $447,821 | 8,605 | 0.00 | 0.00 | -661 | -7.13 | 12-31-2023 |
SPOUTING ROCK ASSET MANAGEMENT LLC | COM STK | 2002 | $501,205 | 8,597 | 0.00 | 8,597 | +Inf | 09-30-2023 | |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 2003 | $470,400 | 8,582 | 0.00 | 0.00 | 257 | 3.09 | 03-31-2024 |
CAPITAL WEALTH PLANNING LLC | COM STK | 2004 | $470,325 | 8,581 | 0.00 | 0.00 | -3,645,739 | -99.77 | 03-31-2024 |