Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANNEY MONTGOMERY SCOTT LLC | ETF/Closed End | 51 | $819,000 | 108,335 | 0.00 | 0.00 | 797 | 0.74 | 09-30-2023 |
ESCHLER ASSET MANAGEMENT LLP | COM SH BEN INT | 52 | $813,577 | 107,616 | 0.00 | 107,616 | +Inf | 09-30-2023 | |
IHT WEALTH MANAGEMENT LLC | COM SH BEN INT | 53 | $882,310 | 106,431 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIVE OAK PRIVATE WEALTH LLC | COM SH BEN INT | 54 | $856,316 | 103,295 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |