Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDGE WEALTH MANAGEMENT LLC | COM | 301 | $256,200 | 15,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AMERITAS INVESTMENT PARTNERS INC | COM | 302 | $218,340 | 14,355 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLARK FINANCIAL SERVICES GROUP INC /BD | Common Stock | 303 | $211,000 | 13,911 | 0.25 | 0.00 | -284 | -2.00 | 03-31-2024 |
PRIVATE ADVISOR GROUP LLC | COM | 304 | $206,445 | 13,573 | 0.00 | 0.00 | -61 | -0.45 | 03-31-2024 |