Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EPSTEIN & WHITE FINANCIAL LLC | COM | 351 | $185,000 | 10,363 | 0.05 | 10,363 | +Inf | 06-30-2021 | |
IHT WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -12,097 | -54.00 | 12-31-2023 |
ACKERMAN CAPITAL ADVISORS LLC | COM | 353 | $123,614 | 10,174 | 0.00 | 0.00 | -20,441 | -66.77 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 354 | $121,585 | 10,007 | 0.00 | 0.00 | -450 | -4.30 | 03-31-2024 |