Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALLAS CAPITAL ADVISORS LLC | COM | 3551 | $586,674 | 1,529 | 0.00 | 0.00 | 566 | 58.77 | 03-31-2024 |
PETERSON WEALTH ADVISORS LLC | COM | 3552 | $585,026 | 1,525 | 0.00 | 0.00 | -3 | -0.20 | 03-31-2024 |
AA FINANCIAL ADVISORS LLC | COM | 3553 | $584,606 | 1,524 | 0.00 | 1,524 | +Inf | 03-31-2024 | |
BRAVE ASSET MANAGEMENT INC | COM | 3554 | $527,103 | 1,521 | 0.00 | 0.00 | 17 | 1.13 | 12-31-2023 |