Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,779 | 18.91 | 03-31-2024 |
GRIFFIN ASSET MANAGEMENT INC | DEPOSITARY UNIT | 52 | $571,714 | 33,610 | 0.00 | 0.00 | -1,486 | -4.23 | 03-31-2024 |
STIFEL FINANCIAL CORP | DEPOSITARY UNIT | 53 | $576,350 | 33,528 | 0.00 | 0.00 | -2,358 | -6.57 | 12-31-2023 |
WESTERN WEALTH MANAGEMENT LLC | DEPOSITARY UNIT | 54 | $570,096 | 33,164 | 0.00 | 0.00 | 17,903 | 117.31 | 12-31-2023 |