Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUE PRIVATE WEALTH ADVISORS | COM | 601 | $221,645 | 7,215 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | 24 | 0.33 | 12-31-2023 |
LIDO ADVISORS LLC | COM | 603 | $220,228 | 7,169 | 0.00 | 0.00 | -76,588 | -91.44 | 03-31-2024 |
PARAGON CAPITAL MANAGEMENT LTD | COM | 604 | $212,694 | 6,923 | 0.00 | 0.00 | 50 | 0.73 | 03-31-2024 |