Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEACREST WEALTH MANAGEMENT LLC | REG SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 13,480 | 13.87 | 03-31-2024 |
CEDAR WEALTH MANAGEMENT LLC | REGISTERED SHS | 352 | $679,647 | 108,224 | 0.00 | 108,224 | +Inf | 03-31-2024 | |
APERTURE INVESTORS LLC | REG SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 8,845 | 8.90 | 12-31-2023 |
AVANTAX ADVISORY SERVICES INC | REG SHS | Liquidated | $0 | 0 | 0.00 | 107,356 | +Inf | 03-31-2024 |