Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DISCIPLINED INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 12,537 | +Inf | 03-31-2024 | |
WEDBUSH SECURITIES INC | COM | 252 | $108,000 | 12,338 | 0.00 | 0.00 | 2,078 | 20.25 | 12-31-2023 |
FIRST CAPITAL ADVISORS GROUP LLC | COM | 253 | $99,051 | 12,168 | 0.00 | 0.00 | 3 | 0.02 | 06-30-2023 |
AE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,873 | 18.23 | 03-31-2024 |