Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARCUM WEALTH LLC | COM | 701 | $215,078 | 2,908 | 0.00 | 2,908 | +Inf | 03-31-2024 | |
SIMMONS BANK | COMMON STOCK | 702 | $213,226 | 2,883 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IAMS WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,868 | +Inf | 12-31-2023 | |
CHECCHI CAPITAL ADVISERS LLC | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | 151 | 5.57 | 12-31-2023 |