Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
APOLLON WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,203 | 63.75 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | 752 | $373,835 | 10,681 | 0.00 | 0.00 | 1,583 | 17.40 | 06-30-2023 |
JEFFERIES FINANCIAL GROUP INC | COM | 753 | $375,580 | 10,550 | 0.00 | 0.00 | -11,122 | -51.32 | 09-30-2023 |
HIGHTOWER ADVISORS LLC | COM | 754 | $340,000 | 10,532 | 0.00 | 0.00 | -33,814 | -76.25 | 03-31-2024 |