Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LM KOHN & COMPANY | Common Stock | 2551 | $1,163,749 | 7,378 | 0.00 | 7,378 | +Inf | 03-31-2024 | |
ELEMENT WEALTH LLC | COM | 2552 | $1,099,468 | 7,371 | 0.00 | 0.00 | -228 | -3.00 | 12-31-2023 |
CETERA TRUST COMPANY NA | COM | 2553 | $1,099,160 | 7,369 | 0.00 | 7,369 | +Inf | 12-31-2023 | |
NICOLET ADVISORY SERVICES LLC | COM | 2554 | $1,108,297 | 7,369 | 0.00 | 0.00 | -370 | -4.78 | 12-31-2023 |