Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LM KOHN & COMPANY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,110 | 7.33 | 03-31-2024 |
TCI WEALTH ADVISORS INC | COM | 2552 | $2,757,905 | 16,213 | 0.00 | 0.00 | 1,009 | 6.64 | 12-31-2023 |
PETERSON FINANCIAL GROUP INC | COM | 2553 | $2,751,178 | 16,174 | 0.00 | 0.00 | 4,062 | 33.54 | 12-31-2023 |
HUDSON CANYON CAPITAL MANAGEMENT | COM | 2554 | $3,232,241 | 16,137 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |