Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HIGHTOWER ADVISORS LLC | SH BEN INT | 51 | $598,000 | 52,674 | 0.00 | 0.00 | 6,361 | 13.73 | 03-31-2024 |
LM KOHN & COMPANY | Common Stock | 52 | $595,806 | 52,494 | 0.00 | 52,494 | +Inf | 03-31-2024 | |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | SH BEN INT | 53 | $503,827 | 44,390 | 0.00 | 0.00 | 2,760 | 6.63 | 03-31-2024 |
SEMUS WEALTH PARTNERS LLC | SH BEN INT | 54 | $497,229 | 43,809 | 0.00 | 0.00 | -6,413 | -12.77 | 03-31-2024 |