Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEE FINANCIAL CO | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MAIN STREET GROUP LTD | Common Stock | 2802 | $31,829,000 | 328 | 0.01 | 328 | +Inf | 12-31-2023 | |
FSC WEALTH ADVISORS LLC | COM NEW | 2803 | $31,141 | 322 | 0.00 | 0.00 | -1 | -0.31 | 03-31-2024 |
GLOBAL WEALTH STRATEGIES & ASSOCIATES | Stock | 2804 | $30,657 | 317 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |