Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATOS WEALTH PARTNERS LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 10,390 | +Inf | 03-31-2024 | |
STOCK YARDS BANK & TRUST CO | COMMON STOCK | 752 | $125,033 | 10,257 | 0.00 | 10,257 | +Inf | 03-31-2024 | |
CUTLER GROUP LLC / CA | SPONSORED ADS | Liquidated | $0 | 0 | 0.01 | 0.02 | -4,999 | -32.95 | 03-31-2024 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | SPONSORED ADS | 754 | $160,012 | 10,089 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |