Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,962 | 995.94 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 353 | $22,180 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | CL A | 354 | $12,372 | 1,535 | 0.00 | 1,535 | +Inf | 09-30-2022 |