Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHIKIAR ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.09 | 2,010 | +Inf | 03-31-2024 | |
ARQ WEALTH ADVISORS LLC | CAP STK CL A | 4902 | $262,505 | 2,006 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HALBERT HARGROVE GLOBAL ADVISORS LLC | CAP STK CL A | 4903 | $262,506 | 2,006 | 0.00 | 0.00 | -129 | -6.04 | 09-30-2023 |
ASPIRE WEALTH MANAGEMENT CORP | CAP STK CL A | 4904 | $279,659 | 2,002 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |