Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | CL A | 751 | $52,291 | 701 | 0.00 | 0.00 | 1 | 0.14 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 644 | +Inf | 03-31-2024 | |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 753 | $46,768 | 627 | 0.00 | 627 | +Inf | 03-31-2024 | |
SARGENT BICKHAM LAGUDIS LLC | CL A | 754 | $29,154 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |