Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IHT WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 10,506 | +Inf | 03-31-2024 | |
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 752 | $123,000 | 10,478 | 0.01 | 10,478 | +Inf | 03-31-2021 | |
HOWARD CAPITAL MANAGEMENT INC | COM | 753 | $172,243 | 10,277 | 0.00 | 10,277 | +Inf | 03-31-2024 | |
PERPETUAL LTD | COM | 754 | $183,095 | 10,155 | 0.00 | 0.00 | -5,858 | -36.58 | 12-31-2023 |