Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,257 | 65140.00 | 03-31-2024 |
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -14 | -0.43 | 12-31-2023 |
WEDMONT PRIVATE CAPITAL | COM | 803 | $339,321 | 3,258 | 0.00 | 0.00 | 95 | 3.00 | 03-31-2024 |
CORIENT CAPITAL PARTNERS LLC | COM | 804 | $211,000 | 3,232 | 0.02 | 0.01 | 563 | 21.09 | 09-30-2022 |