Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TALISMAN WEALTH ADVISORS LLC | COM | 3351 | $365,920 | 6,807 | 0.00 | 0.00 | -242 | -3.43 | 09-30-2023 |
FORTIS ADVISORS LLC | Stock | 3352 | $343,182 | 6,793 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STANLEY-LAMAN GROUP LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SANDERS MORRIS HARRIS LLC | COM | 3354 | $338,140 | 6,775 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |