Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIDO ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 183 | 2.43 | 03-31-2024 |
ACCURATE WEALTH MANAGEMENT LLC | COM | 352 | $210,635 | 7,585 | 0.00 | 0.00 | 317 | 4.36 | 09-30-2023 |
SALOMON & LUDWIN LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.04 | 90 | 1.28 | 03-31-2024 |
ZACKS INVESTMENT MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 7,086 | +Inf | 12-31-2023 |