Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELPOINTE ASSET MANAGEMENT LLC | COM | 751 | $307,232 | 5,140 | 0.00 | 0.00 | -720 | -12.29 | 03-31-2024 |
OXLER PRIVATE WEALTH LLC | COM | 752 | $305,169 | 5,106 | 0.00 | 0.00 | -26,670 | -83.93 | 03-31-2024 |
EMPIRE FINANCIAL MANAGEMENT COMPANY LLC | COM | 753 | $302,281 | 5,057 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BEAUMONT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -23 | -0.45 | 03-31-2024 |